Dynamic Advisor Solutions is an investment advisor in Phoenix with $3.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Dynamic Advisors Solutions LLC
SEC CIK
IRS number
263945512
SEC advisor number
801-72203
FINRA CRD number
151367
AUM ?
$3.31 bn
(as of 8 Nov 22)
Accounts
10,578
(as of 8 Nov 22)
Employees
116
(70 investment advisory or research)
Address
Dynamic Advisor Solutions
2415 EAST CAMELBACK RD SUITE 700
PHOENIX
AZ 85016
2415 EAST CAMELBACK RD SUITE 700
PHOENIX
AZ 85016
Office hours
Monday - Friday, 8:30 AM TO 4:00PM MST
Phone
877-257-3840
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cannon, James, Richard | Chief Executive Officer | 12/2008 | < 5% |
Morningstar, Craig, Paul | Chief Operating Officer | 07/2012 | < 5% |
Dwa Management LLC | Manager of Dynamic Advisor Solutions | 01/2014 | > 75% |
Cannon, Susan, Mcchesney | Trustee | 05/2003 | 50-75% |
Cannon, James, Richard | Trustee | 05/2003 | 50-75% |
Cannon Family Trust | Member | 12/2013 | > 75% |
Jolly, Cherie, Jean | Chief Compliance Officer | 11/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
SC 13G/A
SYPRIS SOLUTIONS INC
30 Nov 23
SC 13G/A
SYPRIS SOLUTIONS INC
29 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22