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Dynamic Funds Management Inc (Novato)


Dynamic Funds Management Inc is a large advisory firm based in Novato. It manages $335.49 million of regulatory assets for 454 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Hawaii, and 3 other states.

Dynamic Funds Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dynamic Funds Management: assets under management

The assets under management (AUM) of Dynamic Funds Management Inc is $335.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $335.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $738.97 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dynamic Funds Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Novato

The principal office where Dynamic Funds Management Inc performs its advisory services is located at 4 Hamilton Landing, Suite 205, Novato, CA 94949, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-435-5009 or by fax 415-435-5095. The normal business hours are 8:00 a.m. to 4:00p.m. on Monday - Friday.


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