WHITE PLAINS, NYCRD 142638Latest ADV March 16, 2026
Dynamic Trading Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 16, 2026, reports $117M in regulatory assets under management, 3 employees, and 140 accounts.
Assets Under Management
$117M
Employees
3
Offices
--
Total Clients
82
Primary office
WHITE PLAINS, NY
245 MAIN STREET 4TH FLOOR, WHITE PLAINS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.8% of total clients.
Top client categories% of clientsClients
1
HNWI
48.8%
40
2
Individuals
47.6%
39
3
Pension Plans
2.4%
2
4
Corporations
1.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 16, 2026
Discretionary63.7%
$74M
64% of total RAUM63.7%
Non-discretionary36.3%
$42M
36% of total RAUM36.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$117M
Total Accounts140
10Y AUM Change+$80M (+218.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.