Dynamic
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 151367
- Registered since
- March 4, 2011
- Website
- dynamicadvisorsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.98%
- Individuals15.31%
- Pension & Profit Sharing Plans4.19%
- Corporations / Businesses1.07%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dynamic is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. Registered with the SEC since 2011, the firm offers fee arrangements that include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Core advisory services listed on its ADV include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through newsletters and workshops. Dynamic does not characterize itself as an active ESG investor. The firm has been noted in industry publications, including a Financial Times Top 300 RIA mention in 2020 and a Citywire recognition in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities30%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
3 of 9
Derek Pantele
CEO & FounderCRD 6755370
Joseph Harris
Principal and Chief Executive OfficerCRD 5769203
Cherie Jolly
Chief Compliance OfficerCRD 1980521
Contacts
3 of 70
Mark Weil
Founder & Wealth AdvisorCRD 6701709
Michelle Kaufman Gulko
Investment Advisor RepresentativeCRD 5174032
Stephen Pease
Investment Advisor RepresentativeCRD 4667224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 720Active vs passive
$2.6B in ETFs
62%
$1.6B
30%
$984M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $75.1M | 854,513 | 2.89% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2415 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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