This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2002
- Office Locations
- 1
Office Locations
About Dyer Financial Advisory
Dyer Financial Advisory is a Towson, MD fee-only financial planning and investment advisory firm providing objective guidance to people from all walks of life. The firm also runs MONEYSmarts Academy, delivering customized employee financial education programs and one-on-one counseling for corporations, educational institutions, and nonprofits; Phil Dyer has presented 525+ programs over 14 years. Portfolios often use ETFs (custodied at Schwab).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PHILLIP ANDREW DYER
Managing Member, PRINCIPAL
- CRD
- #2832552
- Ownership
- 75% or more
KERRY WYNN DYER
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,175,126 | -- |
| Non-Discretionary | $108,567 | -- |
| Total | $24,283,693 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,283,693
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,187,188,816 | 16.7% |
| Cash | $1,578,179,145 | 22.2% |
| U.S. Government/Agency | $1,535,525,655 | 21.6% |
| Corporate - Investment Grade | $1,571,070,230 | 22.1% |
| Municipal Bonds | $1,236,951,222 | 17.4% |
| Total | $7,108,915,068 | 100.0% |