D
CRD: 142638
Dynamic Trading Management, Llc.
White Plains, NY, 10601
9142209404
$116.6M Total AUM
$74.2M Disc. AUM
-- 3Y CAGR
3 Employees
82 ADV. Clients
19 yrs Firm Age
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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
245 Main Street 4TH Floor White Plains NY
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. Services offered include Insurance, Tax Planning.
Team overview
-- AVG AGE
$116.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Timber catalyst
Investment Vehicles
Quantum beacon
Services
Pioneer Catalyst pioneer
Owner & Executives
T
TIMOTHY P BRADLEY Jr
Chief Compliance Officer, Managing Member, President
- CRD
- #2112300
- Ownership
- 75% or more
(418) 246-1157
element.eagle@catalystcapital.com
in linkedin.com/in/vertex-catalyst
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $116,593,685
Equity - Exchange:
61.9% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,559,162,831 | 61.9% |
| Cash | $2,806,205,232 | 38.1% |
| Total | $7,365,368,063 | 100.0% |