Richard
Tatlow

Dimensional Fund Advisors Lp

CRD#2845333
Investment Advisor
in Austin, TX
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About this Advisor

Richard Tatlow is a chartered financial analyst who works in Austin, Texas, who has been in the industry for 17 years. Tatlow works at Dimensional Fund Advisors Lp. Tatlow has gained experience at Barclays Global Investors and Dimensional Fund Advisors. Tatlow maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Texas. Dimensional Fund Advisors Lp is a registered investment firm based in Austin, Texas. The company has offices in two locations and a total of 863 employees. It handles $637 billion in total assets between its 465 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 465 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. Dimensional Fund Advisors Lp has 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. Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Dimensional Fund Advisors Lp can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

17 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

Richard Tatlow Work History

Richard has 17 years of experience.

2010 - Present (9 years)

Dimensional Fund Advisors

2001 - 2009 (8 years)

Barclays Global Investors

Disclosures

Richard Tatlow has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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