Mary
Phillips

Dimensional Fund Advisors Lp

CRD#4738278
Investment Advisor
in Austin, TX

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About this Advisor

Mary Phillips is a chartered financial analyst who works out of Austin, Texas who has 11 years of relevant experience. Phillips is an employee of Dimensional Fund Advisors Lp. They have been with Dimensional Fund Advisors Lp for their total career. Phillips holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is a business that has its headquarters in Austin, TX. It has offices in two locations and a total of 1,096 financial advisors. It controls $653 billion in total assets between its 818 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 818 customer accounts, 51% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm performs a broad range 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 advisory fee schedules usually are based on the financial services. Fee types charged by Dimensional Fund Advisors Lp most likely are comprised of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

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, Performance-based Fees

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

$652,741,971,627

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

1,096

TX Average: 49
Total Number of Accounts

818

TX Average: 2,315
Average Account Size

$797,973,070

TX Average: $1,314,358

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

Mary Phillips Work History

Mary has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Dimensional Fund Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dimensional Fund Advisors Lp

Toby Martinez
Austin, TX
Austin Jenkins
Austin, TX
Alexander Fridman
Santa Monica, CA
Barbara Johns
Austin, TX
Meredith Broderick
Austin, TX
Althea Trevor
Austin, TX
William Disciullo
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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