Rachel
Kleinman
Dimensional Fund Advisors Lp
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About this Advisor
Rachel Kleinman is a certified financial planner operating out of Austin, Texas with 1 year of industry experience. Kleinman is on the advisory team at Dimensional Fund Advisors Lp. Their career trajectory has included roles at Dimensional Fund Advisors, Sali Fund Services, The University Of Texas and Backflip. Kleinman holds 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 firm headquartered in Austin, TX. The company has offices in two locations and a total of 1,096 people on staff. It handles $653 billion in total assets between its 818 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 818 client accounts, 51% are held by high-net-worth clients who have at least $1 million in assets. The business has a diverse set of services, such as 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 management vary depending on which services the firm provides the client. Fee types charged by Dimensional Fund Advisors Lp likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$652,741,971,627
1,096
818
$797,973,070
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
Rachel Kleinman Work History
Rachel has been registered as a financial advisor for 1 years.*
Dimensional Fund Advisors
Backflip
Dimensional Fund Advisors
Dimensional Fund Advisors
Sali Fund Services
The University Of Texas
*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 Rachel Kleinman 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
