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DYNAMIC TRADING MANAGEMENT, LLC.
CRD 142638File 801-67375
APPROVED
Retail clients
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$116.6M
Bottom 25% of cohort (national)
Discretionary AUM
$74.2M
Non-discretionary $42.4M
Clients
82
140 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 11, 2006
- Principal office
- 245 MAIN STREET 4TH FLOOR, WHITE PLAINS, NY, 10601
- Phone
- 914-220-9404
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.6M
- Discretionary AUM
- $74.2M
- Non-discretionary AUM
- $42.4M
- Discretionary accounts
- 139
- Non-discretionary accounts
- 1
- Total accounts
- 140
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $751K |
| High net worth individuals | 40 | $59.1M |
| Pension and profit sharing plans | Fewer than 5 | $44.6M |
| Individuals (other than high net worth individuals) | 39 | $12.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.