Kimberly
Ginsburg

Dimensional Fund Advisors Lp

CRD#2717287
Investment Advisor
in Santa Monica, CA

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About this Advisor

Kimberly Ginsburg is a financial advisor operating in Santa Monica, California who has 5 years of industry experience. Ginsburg works at Dimensional Fund Advisors Lp. They have spent their entire time as a financial advisor at Dimensional Fund Advisors Lp. Ginsburg maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Texas. Dimensional Fund Advisors Lp is an advisory business that has its headquarters in Austin, TX. The firm has offices in two locations and a total of 1,096 employees. It has $653 billion in assets across its 818 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 818 customer accounts, 51% are held by high-net-worth investors who have greater than $1 million in assets. Dimensional Fund Advisors Lp performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice are based on which service is offered. However, fees billed by Dimensional Fund Advisors Lp can consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

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

$652,741,971,627

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

1,096

CA Average: 49
Total Number of Accounts

818

CA Average: 2,315
Average Account Size

$797,973,070

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

Kimberly Ginsburg Work History

Kimberly has been registered as a financial advisor for 5 years.*

2011 - Present (13 years)

Dimensional Fund Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kimberly Ginsburg 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

Alexander Cheriyan
Austin, TX
William Disciullo
Austin, TX
Austin Jenkins
Austin, TX
Meredith Broderick
Austin, TX
Thomas Mclean
Charlotte, NC
Mandy Solin
Austin, TX
Trace Williams
Austin, TX
Madeline Rapp
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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