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For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

Dynamic Wealth Advisors

Filed under: TAMP


Company info:

Top executive: Jim Cannon

480-719-8090

2415 East Camelback Road, Suite 700

Phoenix, Arizona, United States, 85016

RIA department info:

Contact: Jim Palumbo

877-257-3840 Ext 900

jim.palumbo@dynamicwealthadvisors.com

Etcetera:

  • Founded in 2008


Q&A:

What is the service or product you offer to RIAs?

Complete turn key solutions for both financial advisors and RIAs seeking to maintain productive, cost effective businesses. DWA offers platform, multi-custody options, institutional investment management as well as a range of investment program options, web based technology that is completely unified with financial planning, portfolio management, CRM, email, electronic document storage and workflow, single sign on and more. Advisors have the option of DWA's RIA or their own, with compliance support available.

How do you differentiate your offering from competitors?

DWA offers a truly fiduciary model. Our only business is serving advisors, so you will can be assured that our actions and services fully support you and your clients. No proprietary investment management, products or services. Complete open architecture and transparently administered support and services. We take care of the business of managing the business, so you can serve your clients.