DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| GRANITE BAY, | $191M | 1 | 4 | 2013 | |||
| SURPRISE, | $193M | 4 | 2022 | ||||
DYNAMIC WEALTH GROUP Registered adviser · RIA / Wealth · matched DYNAMIC WEALTH GROUP, LLC · 801-128038 | $266M | 1 | 2023 | ||||
| OVERLAND PARK, | $30.3M | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.