DYNAMIC WEALTH STRATEGIES, LLC
CRD #167594 SEC #801-126356 GRANITE BAY, CA (916) 673-3470
SEC Registered Private Funds
Total AUM
$145M
Discretionary
$145M
Employees
8
Clients
51
Accounts
429
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| COREFACTOR FUND, LP | Hedge Fund | $5.6M | 13 | SPICER JEFFRIES LLP |