Dynamic Trading Management, LLC. (White Plains)

Dynamic Trading Management, LLC. is a mid-sized advisory firm based in White Plains. It manages $26.36 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New Hampshire, and New York.

Dynamic Trading Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dynamic Trading Management: assets under management

The assets under management (AUM) of Dynamic Trading Management, LLC. is $26.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.19 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 88% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 12% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dynamic Trading Management, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Timothy Paul Bradley serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Timothy Paul Bradley is high net worth individuals with 38 clients and $15.54 million of assets under management. Among the 1 most similar advisory firms, Dynamic Trading Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $25.03 million for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dynamic Trading Management doesn't advise any private funds.

Careers at Dynamic Trading Management, LLC.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Paul Bradley	Managing member/president/chief compliance officer	1 Nov 2006	75% - 100%	2112300

Based in White Plains

The principal office where Dynamic Trading Management, LLC. performs its advisory services is located at 245 Main Street 4 Th Floor, White Plains, NY 10601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-220-9404 or by fax 914-614-8495. The normal business hours are 8am-5pm on Monday - Friday.