$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystAlpha atlas
- Established Date
- 06-17-2015
- Office Locations
- 1
Office Locations
420 20th ST N Suite 2200 Birmingham AL
About Dreamwork Financial Group
DreamWork Financial Group is a fee-only, conflict-free RIA providing wealth management and financial planning, including investment, retirement, and estate planning. The firm builds custom portfolios (including individual stocks and ETF-based allocations) and offers access to complex strategies with no account minimums. Clients get an advanced online portal plus a research hub; led by owner-advisor Clint Kirby.
Team overview
43 AVG AGE
$13.4M AVG AUM / ADVISOR
$243.6K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Glacier momentum Fusion
Custodian
Summit Vertex wave
Investment Themes
Crest Momentum Quantum Summit
Investment Vehicles
Signal catalyst Signal
Services
Element Vital wave Vital Peak Crest focus Wave ember
Technology
Prime legacy North unison
Owner & Executives
J
JOHN CLINTON KIRBY
Investment Advisor, President
- CRD
- #5466878
- Ownership
- 75% or more
(436) 235-5556
optima.wave@eaglecapital.com
in linkedin.com/in/quantum-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,399,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,399,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,399,425
Equity - Exchange:
49.3% Cash:
50.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $659,577,794 | 49.3% |
| Cash | $678,308,197 | 50.7% |
| Total | $1,337,885,991 | 100.0% |