Dynamic Trading Management, LLC
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Overview
Dynamic Trading Management, LLC is a financial advisory firm located in White Plains, New York. The company manages $49.0 million in assets under management across 121 client accounts. It has a small team, including 1 financial advisor. Dynamic Trading Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, stocks and options.
Dynamic Trading Management, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing client approval. The company's typical account size is $405,025. An average advisor at Dynamic Trading Management, LLC oversees about 121 client accounts.
The firm's central office is located at 245 Main Street 4Th Floor, White Plains, New York 10601. The company is allowed to serve customers across a few states, including New Hampshire and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dynamic Trading Management, LLC by the Numbers
$49.0 million
1
121
$405.0 thousand
Fee Structure
Financial advisory fees largely vary depending on which service is provided. However, fees charged by Dynamic Trading Management, LLC typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors, pension plans and corporations. Out of its 121 accounts, Dynamic Trading Management, LLC's largest client by number of accounts is retail investors, though it also caters to 37 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 36.27%
- Other Individuals - 60.78%
- Corporations - 2.94%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dynamic Trading Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Dynamic Trading Management, LLC
White Plains, NY
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