DYNAMIC TRADING MANAGEMENT, LLC.

Overview

Dynamic Trading Management, LLC is an SEC-registered advisory firm organized as an LLC and in operation since 2006. The firm serves both individual and institutional clients and operates as a registered representative of a broker-dealer while also acting as an insurance broker. Its advisory work centers on portfolio management for individuals, small businesses, and institutions under a percentage-of-AUM fee model. Investment activity is concentrated in exchange-traded equities delivered primarily through separately managed account (SMA) structures. The firm’s custody and execution footprint — notably Interactive Brokers LLC alongside Fidelity Brokerage Services LLC — supports frequent trading and direct access to exchange-traded markets, indicating a bias toward liquid, tradable equity instruments. Dynamic Trading Management supplements equity allocations with mutual funds and offers insurance solutions as part of its client service mix. The firm does not position itself as an ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices