Allison
Patella
Dimensional Fund Advisors Lp
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About this Advisor
Allison Patella is a certified financial planner working out of Austin, Texas, with a total of 6 years of relevant experience. Patella currently works for Dimensional Fund Advisors Lp. The advisor has gained experience at Dimensional Fund Advisors, Clark Construction Group, The Catholic University Of America, Summit Health Behavioral Health, Usafh Futures Program, Ubs, Merrill Lynch, Yu Ying Chinese Public Charter School and Lone Star Field Hockey Club. Patella holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is an advisory company that has its headquarters in Austin, TX. It has offices in two locations and a total of 1,096 people on staff. It oversees $653 billion in total assets across its 818 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 818 customer accounts, 51% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a number of services, such as 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 charged by financial advisors usually vary depending on the services offered. However, fee types charged by Dimensional Fund Advisors Lp likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$652,741,971,627
1,096
818
$797,973,070
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
Allison Patella Work History
Allison has been registered as a financial advisor for 6 years.*
Dimensional Fund Advisors
Lone Star Field Hockey Club
Clark Construction Group
Yu Ying Chinese Public Charter School
Ubs
Merrill Lynch
The Catholic University Of America
Summit Health Behavioral Health
Usafh Futures Program
The Catholic University Of America
*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 Allison Patella 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
