DYNAMIC WEALTH STRATEGIES, LLC of GRANITE BAY, CA is an SEC-registered investment adviser (CRD 167594). Regulatory assets under management: $190.7M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Nathan Christopher Ankney | MANAGING MEMBER | — |
| James Brian Boyle | MANAGING MEMBER | — |
| Everett Hambleton | MEMBER | — |
| Jerry Clark Palmer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| ANKNEY NATHAN CHRISTOPHER | MANAGING MEMBER | — |
| BOYLE JAMES BRIAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HAMBLETON EVERETT | MANAGING MEMBER; MEMBER | — |
| PALMER JERRY CLARK | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| COREFACTOR FUND, LP | Hedge Fund | Delaware | 13 | $6.0M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN JOSE | CA | 3 | (408) 912-1999 |
| SAN JOSE | CA | 3 | (408) 912-1999 |
| — | — | 1 | (916) 673-3470 |
| — | — | 1 | (916) 458-8341 |
| — | — | 1 | (916) 673-3470 |
| — | — | 1 | (916) 458-8341 |