D
$53.6M Total AUM
$53.6M Disc. AUM
-- 3Y CAGR
2 Employees
124 ADV. Clients
9 yrs Firm Age
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- Custodian
- American Funds · Community National Bank · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-2017
- Office Locations
- 1
Office Locations
2615 N. Fourth St. #5 Flagstaff AZ
About Dwyer Financial, LLC
Dwyer Financial, LLC is a Flagstaff-based RIA. The firm has been operating for 9 years. Managing $53.6M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and Community National Bank.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$432.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THEODORE EDWARD DWYER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #807724
- Ownership
- 75% or more
Available
Available
Available
G
Gabrielle Isabeau Fitzwater
VICE PRESIDENT
- CRD
- #7921856
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,569,169 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,569,169 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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