Anne
Allen
Dimensional Fund Advisors Lp
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About this Advisor
Anne Allen is a financial advisor working in Austin, Texas who has 4 years of relevant experience. Allen currently works for Dimensional Fund Advisors Lp. Throughout their career, Allen has worked at Dimensional Fund Advisors, High Point University, High Point University - Student, Omni Hotels And Resorts, Texas Legends, Prosper High School - Student and Legacy Christian Academy High School - Student. Allen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Dimensional Fund Advisors Lp is a company that has its headquarters in Austin, TX. The firm has offices in two locations and a total of 1,096 people on staff. It has $653 billion in total assets across its 818 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 818 client accounts, 51% belong to high-net-worth clients who have more than $1 million in assets. Dimensional Fund Advisors Lp offers a broad array 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 advisory services typically are based on which services are offered. However, fee types charged by Dimensional Fund Advisors Lp likely consist of some combination of 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
Anne Allen Work History
Anne has been registered as a financial advisor for 4 years.*
Dimensional Fund Advisors
High Point University
High Point University - Student
Dimensional Fund Advisors
High Point University
High Point University
High Point University - Student
Omni Hotels And Resorts
High Point University - Student
Texas Legends
High Point University - Student
Prosper High School - Student
Legacy Christian Academy High School - Student
*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 Anne Allen 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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