Andrew
Baum

Dimensional Fund Advisors Lp

CRD#5366145
Investment Advisor
in Charlotte, NC
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About this Advisor

Andrew Baum is a chartered financial analyst based in Charlotte, North Carolina, with a total of 10 years of experience as a financial advisor. Baum works at Dimensional Fund Advisors Lp. Throughout their career, they have worked at Nbc Sports, Syncora Guarantee, Inc, Ardour Capital Investments, LLC, Fordham Graduate School Of Business, Dimensional Fund Advisors and Morgan Stanley. Baum has a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment firm that has its headquarters in Charlotte, North Carolina. The company has offices in two locations and a total of 863 advisors. It controls $637 billion in assets under management between its 465 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises nine charities and foundations. Of its 465 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets. Dimensional Fund Advisors Lp offers 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Dimensional Fund Advisors Lp can include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

201 North Tryon St Suite 2200/2300
Charlotte, NC 28202

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

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

1,001

NC Average: 49
Total Number of Accounts

468

NC Average: 2,315
Average Account Size

$1,216,471,192

NC Average: $1,314,358

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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

Andrew Baum Work History

Andrew has 10 years of experience.

2018 - Present (1 years)

Dimensional Fund Advisors

2013 - 2013 (0 years)

Syncora Guarantee, Inc

2013 - 2018 (5 years)

Morgan Stanley

2012 - 2012 (0 years)

Ardour Capital Investments, LLC

2012 - 2013 (1 years)

Fordham Graduate School Of Business

2008 - 2013 (5 years)

Nbc Sports

Disclosures

Andrew Baum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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