|
⚲
|
| Dynamic Market Advantage LLC
✚
| |
|---|---|
| CRD # | 323540 |
| SEC # | 801-126816 |
| CIK # | |
| AUM | $243.6 MM (2024-08-05) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 502-813-2115 |
| Address | 2020 High Wickham Place Louisville, KY 40245 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 243.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,196 | 243.6 |
| By Discretionary | ||
| Discretionary | 1,196 | 243.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,196 | 243.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.6 | |
| Total | 1,196 | 243.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Huntington Advisors Inc
✚
|
CA | 0.2 |
|
United Financial Planning Group LLC
✚
|
NY | 0.2 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.2 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.2 |
|
MFO Investments LLC
✚
|
MI | 0.2 |
|
S R Schill & Associates Inc
✚
|
WA | 0.2 |
|
Fortress Wealth Management Inc
✚
|
CA | 0.2 |
|
Prosperity Wealth Management Inc
✚
|
CA | 0.2 |
|
Stonecrest Wealth Management Inc
✚
|
AZ | 0.2 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.2 |