Edward
Simpson

Dimensional Fund Advisors Lp

CRD#4632417
Investment Advisor
in Santa Monica, CA

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About this Advisor

Edward Simpson is a financial advisor based in Santa Monica, California, working with Dimensional Fund Advisors Lp. Edward has previously held a position at Dimensional Fund Advisors. Edward has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Edward is part of Dimensional Fund Advisors Lp, which operates out of Santa Monica, California. The firm has 2 offices and 1,166 employees. The firm manages assets totaling $749.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Dimensional Fund Advisors Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1299 Ocean Avenue
Santa Monica, CA 90401

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$749,622,475,396

CA Average: $3,042,739,679
Total Number of Employees

1,166

CA Average: 49
Total Number of Accounts

1,153

CA Average: 2,315
Average Account Size

$650,149,588

CA Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Edward Simpson Work History

2002 - Present (22 years)

Dimensional Fund Advisors

Disclosures

Please visit the SEC profile of Edward Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dimensional Fund Advisors Lp

Steven Williams
Charlotte, NC
Olivia Sjostrom
Austin, TX
Douglas Head
Austin, TX
Lauren Rishel
Austin, TX
Daniel Jeffries
Austin, TX
Brittanie Bailor
Austin, TX
Jaie Jensen
Austin, TX
Meredith Broderick
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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