Angella
Welcome

Dimensional Fund Advisors Lp

CRD#6458898
Investment Advisor
in Austin, TX

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About this Advisor

Angella Welcome is an investment advisor who works out of Austin, Texas. Currently a registered advisor at Dimensional Fund Advisors Lp, Welcome has 10 years of professional experience in the financial advisory industry. Welcome maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Welcome can serve investors based out of Texas. Their career trajectory has included roles at Dimensional Fund Advisors, University Of New Mexico, Thornburg Investment Management, Sandia National Laboratories, Rbc Wealth Management, Pro Unlimited, Inc, Le Labo Fragrances, Law Offices Of Carlos F. Negrete, Starbucks and Zions First National Bank. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and operates out of two other locations in the nation. Overall, Dimensional Fund Advisors Lp manages $663 billion in assets throughout 462 accounts and retains more than 1,050 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Dimensional Fund Advisors Lp can offer 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 firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

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

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX 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

Angella Welcome Work History

Angella has 10 years of experience.

2018 - Present (4 years)

Dimensional Fund Advisors

2016 - 2016 (< 1 year)

Thornburg Investment Management

2016 - 2016 (< 1 year)

Sandia National Laboratories

2015 - 2017 (2 years)

University Of New Mexico

2015 - 2015 (< 1 year)

Rbc Wealth Management

2015 - 2015 (< 1 year)

University Of New Mexico

2014 - 2014 (< 1 year)

Pro Unlimited, Inc

2013 - 2013 (< 1 year)

Starbucks

2012 - 2013 (1 year)

Le Labo Fragrances

2012 - 2012 (< 1 year)

Law Offices Of Carlos F. Negrete

2010 - 2012 (2 years)

Zions First National Bank

Disclosures

Angella Welcome has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Richard Cunningham
Austin, TX
Angella Welcome
Austin, TX
Johnathon Dekinder
Austin, TX
William Cone
Austin, TX
Shivani Pandya
Austin, TX
Kristopher Hicks
Austin, TX
Madeline Rapp
Austin, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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