Daniel
Ong

Dimensional Fund Advisors Lp

CRD#2648538
Investment Advisor
in Austin, TX
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About this Advisor

Daniel Ong is a financial advisor in Austin, Texas. Currently a registered advisor with Dimensional Fund Advisors Lp, they have accumulated 13 years of experience in the financial advisory industry. Ong has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Ong can act as an advisor based out of Texas. Ong has worked their whole career at Dimensional Fund Advisors Lp. Dimensional Fund Advisors Lp is based out of Austin, Texas, and operates out of two other locations across the United States. As a company, Dimensional Fund Advisors Lp manages $637 billion in assets throughout 465 client accounts and retains more than 863 people. The level of assets currently under the firm's management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Dimensional Fund Advisors Lp provides 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 may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 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

Daniel Ong Work History

Daniel has 13 years of experience.

2005 - Present (14 years)

Dimensional Fund Advisors Inc

Disclosures

Daniel Ong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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