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Asset ManagerRIA · CRD 288763SEC-Registered

Updated:

Dynamic Financial Group

DYNAMIC FINANCIAL GROUP is an SEC-registered investment adviser in CEDAR FALLS, IA, registered since 2017. The firm manages approximately $540 million in...

Overview

DYNAMIC FINANCIAL GROUP is an SEC-registered investment adviser in CEDAR FALLS, IA, registered since 2017. The firm manages approximately $540 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Does Dynamic Financial Group have any publicly known portfolio companies or investments?

No portfolio companies, direct investments, or fund commitments have been traced to Dynamic Financial Group in any major financial database or news outlet. No deals or co-investments are on record.

What investment stages or sectors does Dynamic Financial Group target?

No sector preferences, stage focus, or asset-class mix have been disclosed. The firm has no publicly stated investment strategy or thematic orientation.

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