Overview
Assets Under Management: $117 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 40
Average Client Assets: $1.5 million
Frequently Asked Questions
DYNAMIC TRADING MANAGEMENT, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142638), DYNAMIC TRADING MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
DYNAMIC TRADING MANAGEMENT, LLC. is headquartered in WHITE PLAINS, NY.
DYNAMIC TRADING MANAGEMENT, LLC. serves 40 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, DYNAMIC TRADING MANAGEMENT, LLC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DYNAMIC TRADING MANAGEMENT, LLC. manages $117 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, DYNAMIC TRADING MANAGEMENT, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.66%
Average Client Assets: $1.5 million
Total Client Accounts: 140
Discretionary Accounts: 139
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 142638
Filing ID: 2073584
Last Filing Date: 2026-03-16 12:02:22