Myron
Gilbert

Dimensional Fund Advisors Lp

CRD#2065553
Investment Advisor
in Austin, TX
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About this Advisor

Myron Gilbert is a financial advisor in Austin, Texas. Currently a registered investment advisor at Dimensional Fund Advisors Lp, Gilbert has 15 years of experience in the financial advisory industry. Gilbert holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Gilbert is registered to advise investors based out of Texas. Their career trajectory has included roles at Janus Distributors LLC, Janus Management Holdings Corp, Extended Travel and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and operates out of two other locations throughout the country. Overall, Dimensional Fund Advisors Lp oversees $637 billion in assets dispersed across 465 client accounts and retains more than 863 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Dimensional Fund Advisors Lp offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients 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

Myron Gilbert Work History

Myron has 15 years of experience.

2017 - Present (2 years)

Dimensional Fund Advisors

2015 - 2016 (1 year)

Extended Travel

2003 - 2015 (12 years)

Janus Distributors LLC

2003 - 2015 (12 years)

Janus Management Holdings Corp

Disclosures

Myron Gilbert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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