Graham
Dorland

Dimensional Fund Advisors Lp

CRD#6210113
Investment Advisor
in Austin, TX
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About this Advisor

Graham Dorland is a financial advisor located in Austin, Texas. Currently a registered financial advisor at Dimensional Fund Advisors Lp, Dorland has 10 years of professional experience. Dorland holds a Series 63 license, designating the advisor as a securities broker. Dorland is registered to work with clients in Texas. During their career, Dorland has held roles at Russell Investments, Threshold Group, Inde Motorsports Ranch, Eastern Washington University, Dimensional Fund Advisors and Silver Creek Capital Management. Dimensional Fund Advisors Lp is based out of Austin, Texas, and has two other locations in the nation. In aggregate, Dimensional Fund Advisors Lp oversees $637 billion in assets dispersed across 465 accounts and retains more than 863 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's clients 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 63, 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

Graham Dorland Work History

Graham has 10 years of experience.

2018 - Present (1 years)

Dimensional Fund Advisors

2017 - 2018 (1 years)

Russell Investments

2016 - 2017 (1 years)

Silver Creek Capital Management

2013 - 2016 (3 years)

Russell Investments

2013 - 2013 (0 years)

Threshold Group

2010 - 2012 (2 years)

Inde Motorsports Ranch

2008 - 2010 (2 years)

Eastern Washington University

Disclosures

Graham Dorland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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