DREAMWORK FINANCIAL GROUP

DREAMWORK FINANCIAL GROUP of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 175336). Regulatory assets under management: $13.4M.

Registration

• CRD: 175336
• Type: Registered investment adviser
• Location: 420 20TH ST N, BIRMINGHAM, AL, 35203
• Phone: (205)379-1049
• Latest filing: 2026-03-24
• Regulatory AUM: $13.4M
• Discretionary AUM: $13.4M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175336 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search