D
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
22 yrs Firm Age
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- Custodian
- Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2003
- Office Locations
- 1
Office Locations
-- Malvern PA
About Dynamic Investment Strategies, Inc.
Dynamic Investment Strategies, Inc. is a Malvern-based RIA. The firm has been operating for 22 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Guggenheim.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$133.2K AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALAN DAVID WEISS
Advisor, Chief Compliance Officer, President
- CRD
- #4668423
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,065,571 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,065,571 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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