Kamila
Mcdonnough

Dimensional Fund Advisors Lp

CRD#4101837
Investment Advisor
in Austin, TX
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About this Advisor

Kamila Mcdonnough is a certified financial planner working in Austin, Texas, with 18 years of work experience. Mcdonnough currently works for Dimensional Fund Advisors Lp. Throughout their career, they have worked at The Vanguard Group, Inc, Campaign For Working Families & Irs, Wyndham Financial Services (Formerly Sms Advisors), Junior League Of Charlotte and Dimensional Fund Advisors. Mcdonnough holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Dimensional Fund Advisors Lp is a financial advisory business headquartered in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 advisors. It controls $637 billion in total assets across its 465 accounts, placing it among the biggest firms in the country by assets under management. The firm advises nine charitable organizations. Of its 465 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Dimensional Fund Advisors Lp provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely are based on the type of financial services. However, fee types charged by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

$636,627,401,726

TX Average: $3,042,739,679
Total Number of Employees

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

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

Kamila Mcdonnough Work History

Kamila has 18 years of experience.

2017 - Present (2 years)

Dimensional Fund Advisors

2014 - Present (5 years)

Junior League Of Charlotte

2013 - Present (6 years)

Wyndham Financial Services (Formerly Sms Advisors)

2004 - 2011 (7 years)

Campaign For Working Families & Irs

2000 - 2017 (17 years)

The Vanguard Group, Inc

Disclosures

Kamila Mcdonnough has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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