DYNAMIC ADVISORS Overview
Dynamic Advisors Solutions Llc is an investment advisor that manages 546.5 MM dollars in regulatory AUM and has 32 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 243% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 243% of the manager's regulatory AUM.
DYNAMIC ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DYNAMIC ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.59% | Tech | 6.16% | -0.23% | 0 | 39% | ||
| JPST | 1.97% | Financials | -0.16% | -0.05% | 0 | 2% | ||
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FEATURED IN
DYNAMIC ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James R. Cannon | Chief Executive Officer And Chief Compliance Officer | December-2008 |
| Craig P. Morningstar | Chief Operating Officer | July-2012 |
DYNAMIC ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DYNAMIC ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis. DWA and its Financial Advisors primarily employ fundamental and technical analysis methods in developing investment strategies for you. Fundamental analysis is a method of evaluating a company that has issued securities by attempting to measure the value of its underlying assets. This involves researching overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earning, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the company’s securities to determine whether to purchase, sell or hold those securities. Technical analysis is a method of evaluating securities by analyzing statistics associated with market activity, such as past prices and trading volume. Technical analysis involves using charts and other tools to identify patterns that ...
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Methods of Analysis. DWA and its Financial Advisors primarily employ fundamental and technical analysis methods in developing investment strategies for you. Fundamental analysis is a method of evaluating a company that has issued securities by attempting to measure the value of its underlying assets. This involves researching overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earning, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the company’s securities to determine whether to purchase, sell or hold those securities. Technical analysis is a method of evaluating securities by analyzing statistics associated with market activity, such as past prices and trading volume. Technical analysis involves using charts and other tools to identify patterns that ...
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DYNAMIC ADVISORS Portfolio Concentration
DYNAMIC ADVISORS Location
7150 EAST CAMELBACK ROAD
SUITE 444
SCOTTSDALE, Arizona
UNITED STATES, 85251
SUITE 444
SCOTTSDALE, Arizona
UNITED STATES, 85251
DYNAMIC ADVISORS Contact Information
Phone Number: (877) 257-3840
Fax Number: 480-718-8778
Website: http://www.dynamicwealthadvisors.com
Fax Number: 480-718-8778
Website: http://www.dynamicwealthadvisors.com
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