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 working in Austin, Texas, who has been in the advisory business for 15 years. Phillips is currently employed by Dimensional Fund Advisors Lp. Over the course of their career, they have held roles at Dimensional Fund Advisors, Russell Investment Group, University Of Chicago and Bny Mellon. Phillips has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dimensional Fund Advisors Lp is a business that has its headquarters in Austin, Texas. It has offices in two locations and a total of 863 financial advisors. It oversees $637 billion in total assets across its 465 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 465 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Dimensional Fund Advisors Lp offers 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. Fees for financial advice usually depend on the type of financial services provided. However, fees charged by Dimensional Fund Advisors Lp likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

15 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

Mary Phillips Work History

Mary has 15 years of experience.

2012 - Present (7 years)

Dimensional Fund Advisors

2011 - 2011 (0 years)

Bny Mellon

2010 - 2012 (2 years)

University Of Chicago

2003 - 2010 (7 years)

Russell Investment Group

Disclosures

Mary Phillips has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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