DYLAN LUND FINANCIAL, LLC

DYLAN LUND FINANCIAL, LLC is an SEC-registered investment adviser (CRD 338864). Regulatory assets under management: $259K.

Registration

• CRD: 338864
• Type: Registered investment adviser
• Phone: 6087725619
• Latest filing: 2026-04-01
• Regulatory AUM: $259K
• Discretionary AUM: $259K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338864 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search