Clayton
Boone

Dimensional Fund Advisors Lp

CRD#5335696
Investment Advisor
in Austin, TX
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About this Advisor

Clayton Boone is a chartered financial analyst operating out of Austin, Texas, with a total of 10 years of work experience. Boone is an advisor for Dimensional Fund Advisors Lp. The advisor has gained experience at Fidelity Investments and Dimensional Fund Advisors. Boone has 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 registered investment company that has its headquarters in Austin, Texas. The company has offices in two locations and a total of 863 advisors. It has $637 billion in assets among its 465 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 465 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Dimensional Fund Advisors Lp has 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 for financial advice typically are based on the services provided. Fees charged by Dimensional Fund Advisors Lp can consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, 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

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

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

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

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

Clayton Boone Work History

Clayton has 10 years of experience.

2014 - Present (5 years)

Dimensional Fund Advisors

2008 - 2014 (6 years)

Fidelity Investments

Disclosures

Clayton Boone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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