Dimensional Fund Advisors Lp
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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
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
Iwona Cholewa Work History
Iwona has 12 years of experience.
Dimensional Fund Advisors Lp
Iwona Cholewa has no disclosures.
Please visit their SEC profile for more details.