National Retirement Planning Experts

National Coverage
Local Professionals

DYNAMIC MARKET ADVANTAGE, LLC

2020 High Wickham Place
Suite 200
Louisville, Kentucky 40245
Tel: (502) 813-2100

Need a Financial Advisor?
Compare Vetted Advisors

About DYNAMIC MARKET ADVANTAGE, LLC

DYNAMIC MARKET ADVANTAGE, LLC, formally registered with the SEC as DYNAMIC MARKET ADVANTAGE, LLC. The firm was established in 11/02/2022. They have over 1 offices throughout the country.

DYNAMIC MARKET ADVANTAGE, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $288,840,789 assets under management, offering retirement planning & investment advisory services to 1170 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323540
SEC#801-126816
Assets Managed by Firm$288,840,789
No. of Clients1170
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1170$288,840,789
Other investment advisers2$288,840,789

More Retirement Planning firms in Louisville, Kentucky:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Louisville, Kentucky