Dynic Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 321782
- Website
- www.dynicwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.67%
- Individuals7.17%
- Pension & Profit Sharing Plans4.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Dynic Wealth Management LLC is an independent, owner-managed registered investment adviser that serves individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Dynic reports a preference for equity exposures and does not identify as an active ESG investor. It does not serve as a capital allocator to outside managers.
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 Equities66%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- State & Local Bonds5%
- Private Funds4%
Contacts
3 of 3
Grant Kamin
Vice President, Business DevelopmentCRD 6103058
Nicholas Robertson
Founding Partner and PrincipalCRD 5909461
Dylan Flategraff
Founding Partner & CCOCRD 5979881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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