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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dynamic Market Advantage LLC
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|---|---|
| CRD # | 323540 |
| SEC # | 801-126816 |
| CIK # | |
| AUM | $288.8 M (2025-03-05) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 502-813-2100 |
| Address | 2020 High Wickham Place Louisville, KY 40245 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 288.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,170 | 288.8 |
| By Discretionary | ||
| Discretionary | 1,170 | 288.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,170 | 288.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.8 | |
| Total | 1,170 | 288.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Craft & Sage Wealth LLC
✚
|
MO | 0.3 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.3 |
|
Good Harbor Advisors Inc
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|
MA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
Financial Planning Navigators Corp
✚
|
MN | 0.3 |
|
The Wealth Group Ltd
✚
|
NC | 0.3 |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 0.3 |
|
Davies Financial Advisors Inc
✚
|
CA | 0.3 |
|
Whipplewood Advisors LLC
✚
|
CO | 0.3 |
|
M E Allison & Co Inc
✚
|
TX | 0.3 |