Rose
Cooke

Dimensional Fund Advisors Lp

CRD#2498035
Investment Advisor
in Austin, TX

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About this Advisor

Rose Cooke is a financial advisor working in Austin, Texas, who has 10 years in the industry. Cooke is an advisor for Dimensional Fund Advisors Lp. Throughout their career, they have worked at Student and Dimensional Fund Advisors Lp. Cooke maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Dimensional Fund Advisors Lp is an advisory business that has its headquarters in Austin, Texas. It has offices in two locations and a total of 1,050 advisors. It handles $663 billion in assets among its 462 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to nine charitable organizations. Of its 462 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number 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. A financial advisor's fees largely are based on the services offered. However, fee types billed by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$662,625,984,072

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

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

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

Rose Cooke Work History

Rose has 10 years of experience.

2010 - Present (11 years)

Dimensional Fund Advisors Lp

2010 - 2010 (< 1 year)

Student

Disclosures

Rose Cooke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Lindsey Dodd
Austin, TX
William Merchad
Austin, TX
Paul Leblanc
Austin, TX
Richard Cunningham
Austin, TX
Madeline Rapp
Austin, TX
Angella Welcome
Austin, TX
Shivani Pandya
Austin, TX
Lauren Olson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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