CRD: 159692
Dynamic Asset Management Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian waveMomentum
- Established Date
- 05-22-2012
- Office Locations
- 1
Office Locations
About Dynamic Asset Management Group LLC
Dynamic Asset Management Group is an independent RIA providing holistic financial planning and retirement planning for individuals across life stages. The team uses an extensive client questionnaire and planning technology, backed by 40+ years of experience, to deliver customized, fiduciary advice. Portfolios are ETF-centric (majority of SMA assets in ETFs) and custody includes Charles Schwab.
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Owner & Executives
NEIL JAY DAVIS
Managing Member
- CRD
- #1598946
- Ownership
- 75% or more
James Gendelman
Chief Compliance Officer, Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,237,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,237,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,237,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $783,610,706 | 25.7% |
| Other | $899,475,324 | 29.5% |
| Cash | $951,309,495 | 31.2% |
| U.S. Government/Agency | $414,673,369 | 13.6% |
| Total | $3,049,068,894 | 100.0% |