Peter
Magnusson

Dimensional Fund Advisors Lp

CRD#3134264
Investment Advisor
in Austin, TX
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About this Advisor

Peter Magnusson is an advisor whose office is in Austin, Texas. Currently an investment advisor at Dimensional Fund Advisors Lp, they have accumulated 14 years of work experience. Magnusson maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Magnusson can act as an advisor in Texas. During their career, the advisor has held roles at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc. Dimensional Fund Advisors Lp is located in Austin, Texas, and operates out of two other locations in the nation. In total, Dimensional Fund Advisors Lp manages $637 billion in assets throughout 465 accounts and retains more than 863 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Dimensional Fund Advisors Lp can offer 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 63, Series 66, Chartered Financial Analyst

Years of Experience

14 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

$636,627,401,726

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

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

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

Peter Magnusson Work History

Peter has 14 years of experience.

2010 - Present (9 years)

Riversource Investments

2010 - Present (9 years)

Riversource Fund Distributors, Inc

2005 - Present (14 years)

Columbia Management Advisors, LLC

2004 - Present (15 years)

Columbia Management Group

Disclosures

Peter Magnusson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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