Dynamic Investment Strategies, Inc.
Dynamic Investment Strategies, Inc. (CRD# 127301) is a financial advisory firm headquartered in Southeastern, PA. They manage $823,196 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$45,733
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Alan Weiss (CRD# 4668423) is an Investment Advisor Representative working at Dynamic Investment Strategies, Inc. in Malvern, PA and has over 15 years of experience in the finance industry.