Dimensional Fund Advisors Lp
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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
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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.
Dimensional Fund Advisors Inc
Daniel Ong has no disclosures.
Please visit their SEC profile for more details.