Dynamic Trading Management LLC

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Assets, Funds, Holdings

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Dynamic Trading Management LLC
CRD #142638
SEC #801-67375
CIK #
AUM $53.2 MM (2024-03-27)
Employees 2 (100% Investors, 100% Brokers)
Phone914-220-9404
Address245 Main Street 4th Floor
White Plains, NY 10601
Source [IAPD]
Total AUM ($MM)
604836241202005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 30 4.7
(b) Individuals (high net worth individuals) 45 46.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 1.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.7
(n) Other 0 0.0
Total 123 53.2
By Discretionary
Discretionary 123 53.2
Non-Discretionary 0 0.0
Total 123 53.2
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 53.0
Total 123 53.2
Comparable Firms State AUM ($BB)
St Columbanus AG
0.1
Stavis Wealth Transfer Solutions LLC
TX 0.1
Network Investment Advisors Incorporated
NY 0.1
Beyond Wealth Advisory LLC
CA 0.1
Morrison Fiduciary Advisors Inc
PA 0.1
Mtier Capital LLC
NY 0.1
Lighthouse Swiss Wealth Advisors AG
0.1
Bridges Capital LLC
FL 0.1
Investment Research Corp
CO 0.1
Capital Management Advisors Inc
GA 0.1
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