DBA: DYNAMIC
| Total AUM | $5.64B |
| Discretionary | $5.60B99% of AUM |
| Non-Discretionary | $38.8M |
| Client Accounts | 15,179 |
| Avg Account Size | $371K |
| Employees | 130 |
| Peak AUM | $5.64BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.6B | +5.5% | +20.1% | +15.3% | |
| Discretionary AUM | |||||
| Total AUM | $5.64B |
| Discretionary | $5.60B |
| Employees | 130 |
| Client Accounts | 15179 |
| Client Range | 101-250 |
Address
2415 EAST CAMELBACK ROAD
PHOENIX AZ 85016
Phone
(877) 257-3840
Filing History
123 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.6B
99.3% of AUM
Non-Discretionary
$39M
0.7% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
No related registrations reported
| +37.4% /yrover 15 yrs · 123 filings |
Total AUM
$5.6B
| $5.6B |
| +5.2% |
| +21.2% |
| +19.0% |
| Non-Disc. AUM | $39M | +78.6% | 28.6% | 38.2% |
| Total Accounts | 15k | 2.1% | +7.5% | +9.1% |
| Avg Account Size | $371,389.959 | +7.8% | +11.7% | +5.7% |
| Employees | 130 | 0.0% | +2.7% | +6.1% |
| AUM / Employee | $43M | +5.5% | +17.0% | +8.6% |
Client AUM Segments | |||||
| Wealth AUM | $5.3B | +15.9% | +25.8% | +17.9% | |
| Institutional AUM | $322M | 9.8% | +12.6% | +16.3% | |
Client Count Segments | |||||
| HNW Clients | 4k | 0.6% | +4.3% | +6.3% | |
| Institutional | 125 | 21.4% | 8.5% | +4.4% | |
| Individuals | 2k | +13.4% | +23.1% | +16.2% | |