RIA IntelAdvisersMichiganDYNAMIC ASSET MANAGEMENT GROUP LLC

DYNAMIC ASSET MANAGEMENT GROUP LLC

Advisory

BLOOMFIELD HILLS, MI

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MI
#425
of 521 advisers by AUM
Average account
$241K
across 349 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$84M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients349
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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-67.8% 1Y
ACTIVA ASSET MANAGEMENT, LLC
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ECOS WEALTH ADVISORS LLC
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VISION WEALTH MANAGEMENT, INC.
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