Dynamic Investment Strategies, Inc.
Dynamic Investment Strategies, Inc. (CRD# 127301) is a financial advisory firm headquartered in Southeastern, PA. They manage $1,270,087 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dynamic Investment Strategies, Inc.
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts21ACCOUNTS
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Average Account Value$60,480
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Dynamic Investment Strategies, Inc.
1
Alan Weiss (CRD# 4668423) is an Investment Advisor Representative working at Dynamic Investment Strategies, Inc. in Malvern, PA and has over 21 years of experience in the finance industry.
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