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- Custodian
- Equity Trust · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-11-2006
- Office Locations
- 1
Office Locations
About Dynamic Trading Management, Llc.
Dynamic Trading Management, Llc. is a White Plains-based RIA. The firm has been operating for 19 years. Managing $116.6M in total assets under management, with 1 advisory representatives. They custody assets with Equity Trust and Fidelity/NFS.
Reported data analysis
What the numbers show
Between July 30, 2025 and March 16, 2026, reported AUM increased 13.0%, from $103.2M to $116.6M.
Across 5 reported observations, AUM increased 141.9% between March 31, 2022 and March 16, 2026, from $48.2M to $116.6M.
Of the latest reported AUM, 63.7% is discretionary and 36.3% is non-discretionary.
The firm reports 1 advisory representatives and 82 clients, or 82 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
TIMOTHY P BRADLEY Jr
Chief Compliance Officer, Managing Member, President
- CRD
- #2112300
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,228,822 | $534,020 |
| Non-Discretionary | $42,364,863 | $42,364,863 |
| Total | $116,593,685 | $832,812 |
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Separately Managed Accounts
SMA allocation detail is available
Dynamic Trading Management, Llc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.