Iwona
Cholewa

Dimensional Fund Advisors Lp

CRD#4014938
Investment Advisor
in Austin, TX
Are you Iwona Cholewa? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Iwona Cholewa is an advisor in Austin, Texas. Currently a registered advisor with Dimensional Fund Advisors Lp, they have gathered 12 years of work experience as a financial advisor. Cholewa maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Cholewa is able to act as a financial advisor in Texas. Cholewa has worked their career at Dimensional Fund Advisors Lp. Dimensional Fund Advisors Lp is based out of Austin, Texas, and operates out of two other locations throughout the United States. In total, Dimensional Fund Advisors Lp oversees $637 billion in assets throughout 465 client accounts and employs more than 863 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. 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 advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable 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 66, Chartered Financial Analyst

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Iwona Cholewa Work History

Iwona has 12 years of experience.

2006 - Present (13 years)

Dimensional Fund Advisors Lp

Disclosures

Iwona Cholewa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started