Wealth Manager
    SEC Registered

    Dynamic Financial Group

    Registered investment advisor · Cedar Falls, Iowa · CRD #288763

    Assets Under Management
    $540M
    Client Accounts
    2,490
    Employees
    3
    CRD Number
    288763
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dynamic Financial Group

    Established in 2017, Dynamic Financial Group is an investment advisory firm based in Iowa, offering portfolio management, financial planning, and consulting services. The firm specializes in asset management and private equity. For more details, visit their official website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Dynamic Financial Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Dynamic Financial Group's AUM?

    Dynamic Financial Group reports approximately $540M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dynamic Financial Group headquartered?

    Dynamic Financial Group is headquartered in Cedar Falls, Iowa.

    What is Dynamic Financial Group's CRD number?

    Dynamic Financial Group's CRD number is 288763. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dynamic Financial Group manage?

    Dynamic Financial Group manages approximately 2,490 client accounts according to its latest SEC filing.

    Is Dynamic Financial Group SEC registered?

    Yes, Dynamic Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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