Dimensional Fund Advisors Lp
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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
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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.
Dimensional Fund Advisors
Syncora Guarantee, Inc
Ardour Capital Investments, LLC
Fordham Graduate School Of Business
Andrew Baum has no disclosures.
Please visit their SEC profile for more details.