This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthDelta
- Established Date
- 10-06-2020
- Office Locations
- 3
Office Locations
About Dynamique Capital Advisors
Dynamique Capital Advisors (Dynamique Financial) provides financial planning, investment management and life insurance solutions, with broker general agency and turnaround/restructuring strategy support. Serves individuals, families, trusts and businesses as well as broker partners. Portfolios are primarily ETF-based SMAs and cash, with custody including Charles Schwab; operates across retail and institutional channels.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUKA ERCEG
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #5155721
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
NELA ERCEG BOGAVAC
--
- CRD
- #7324557
Chukwuemeka Godwin Uzoukwu
--
- CRD
- #3098603
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,300,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,445,843,670 | 82.2% |
| Cash | $746,180,259 | 17.8% |
| Total | $4,192,023,929 | 100.0% |