Kyle
Portnoy

Dimensional Fund Advisors Lp

CRD#5565805
Investment Advisor
in Austin, TX

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About this Advisor

Kyle Portnoy is a financial advisor operating in Austin, Texas, with 10 years in the industry. Portnoy is an advisor for Dimensional Fund Advisors Lp. Throughout their career, Portnoy has worked at Dimensional Fund Advisors, N/A, Compass Lexecon and Illinois Wesleyan University. Portnoy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Dimensional Fund Advisors Lp is a financial advisory firm that has its headquarters in Austin, Texas. The company has offices in two locations and a total of 1,050 financial advisors. It has $663 billion in total assets among its 462 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 462 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Dimensional Fund Advisors Lp has 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 fees largely are based on which services the firm provides the client. However, fee types charged by Dimensional Fund Advisors Lp likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

$662,625,984,072

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

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

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

Kyle Portnoy Work History

Kyle has 10 years of experience.

2015 - Present (6 years)

Dimensional Fund Advisors

2015 - 2015 (< 1 year)

N/A

2014 - 2015 (1 year)

Compass Lexecon

2014 - 2014 (< 1 year)

Dimensional Fund Advisors

2011 - 2014 (3 years)

Compass Lexecon

2010 - 2011 (1 year)

Illinois Wesleyan University

2010 - 2010 (< 1 year)

Compass Lexecon

Disclosures

Kyle Portnoy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Richard Cunningham
Austin, TX
Courtney Cavazos
Austin, TX
Lauren Olson
Charlotte, NC
Kristopher Hicks
Austin, TX
Joseph Wehr
Austin, TX
Johnathon Dekinder
Austin, TX
Sydney Goode
Austin, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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