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| Keyboard |
| Dynamic Trading Management LLC
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|---|---|
| CRD # | 142638 |
| SEC # | 801-67375 |
| CIK # | |
| AUM | 116.6 M (2026-03-16) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 914-220-9404 |
| Address | 245 Main Street 4th Floor White Plains, NY 10601 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 12.2 |
| (b) Individuals (high net worth individuals) | 40 | 59.1 |
| (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 | 2 | 44.6 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 116.6 |
| By Discretionary | ||
| Discretionary | 139 | 74.2 |
| Non-Discretionary | 1 | 42.4 |
| Total | 140 | 116.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 116.4 | |
| Total | 140 | 116.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Integra Wealth LLC
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TN | 116.5 M |
|
Luna Capital Management LLC
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|
Sturman Wealth Advisors LLC
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