Dynasty Family Office

Dynasty Family Office (CRD# 288431) is a financial advisory firm headquartered in , . They manage $20,071,346 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://grubbwealth.com/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $93,355
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Dynasty Family Office
Showing 1 - 1 of 1 top financial advisors.
1
Molly Grubb, financial advisor Worthington OH
Molly M. Grubb
CRD#: 5647291
Worthington, OH

Molly Grubb (CRD# 5647291) is an Investment Advisor Representative working at Dynasty Family Office in Worthington, OH and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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