Kelly
Klingaman

Dimensional Fund Advisors Lp

CRD#5983833
Investment Advisor
in Austin, TX
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About this Advisor

Kelly Klingaman is a certified financial planner who works out of Austin, Texas, who has been in the financial industry for 11 years. Klingaman is currently employed by Dimensional Fund Advisors Lp. Their career trajectory has included roles at Ut Recsports, Texas Land & Cattle and Dimensional Fund Advisors. Klingaman maintains a Series 63 license, designating them as a securities representative, and is approved to advise clients in Texas. Dimensional Fund Advisors Lp is a registered investment business operating in Austin, Texas. It has offices in two locations and a total of 863 people on staff. It administers $637 billion in assets among its 465 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 465 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Dimensional Fund Advisors Lp has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which service is provided. Fee types charged by Dimensional Fund Advisors Lp likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

Kelly Klingaman Work History

Kelly has 11 years of experience.

2011 - Present (8 years)

Dimensional Fund Advisors

2011 - 2011 (< 1 year)

Dimensional Fund Advisors

2010 - 2010 (< 1 year)

Ut Recsports

2010 - 2010 (< 1 year)

Dimensional Fund Advisors

2008 - 2010 (2 years)

Ut Recsports

2007 - 2009 (2 years)

Texas Land & Cattle

Disclosures

Kelly Klingaman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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