DYNAMIC FINANCIAL GROUP, LLC
Legal name: DYNAMIC FINANCIAL GROUP
CRD #288763 SEC #801-111021 CEDAR FALLS, IA 319-277-2727
SEC Registered
Total AUM
$474.5M
Discretionary
$474.5M
Employees
4
Clients
--
Accounts
2,528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $474.5M | $474.5M | $0 | 4 | 0 |
| Dec 2024 | $415.7M | $415.7M | $0 | 4 | 0 |
| Jan 2024 | $415.7M | $415.7M | $0 | 4 | 0 |
| Feb 2023 | $358.6M | $358.6M | $0 | 6 | 0 |
| Jul 2022 | $378M | $378M | $0 | 6 | 0 |
| Feb 2022 | $378M | $378M | $0 | 6 | 0 |
| Feb 2021 | $331.9M | $331.9M | $0 | 6 | 0 |
| May 2020 | $266.6M | $266.6M | $0 | 3 | 0 |
| Feb 2020 | $266.6M | $266.6M | $0 | 3 | 0 |
| Feb 2019 | $230.3M | $230.3M | $0 | 3 | 0 |
| Mar 2018 | $262.3M | $262.3M | $0 | 5 | 0 |
| Oct 2017 | $245.8M | $245.8M | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$474.5M
Discretionary$474.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$415.7M
Discretionary$415.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$415.7M
Discretionary$415.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$358.6M
Discretionary$358.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2022
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$331.9M
Discretionary$331.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$266.6M
Discretionary$266.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$266.6M
Discretionary$266.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0