Dynamique Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 310588
- Website
- www.dynamique.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI99.6%
- Pension & Profit Sharing Plans0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dynamique Capital Advisors is an owner-operated LLC that advises individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and lists pension consulting among its services. Its fee model includes asset-based charges, hourly fees, and the option of performance-based arrangements. Industry ties noted in filings include relationships with a broker-dealer, a law firm, and an insurance company. The firm does not characterize itself as an active ESG investor.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Luka Erceg
Managing MemberCRD 5155721
Nela Erceg Bogavac
Operations ManagerCRD 7324557
Chukwuemeka Uzoukwu
Managing Director, Wealth ManagerCRD 3098603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations