Thomas
Goodrum

Dimensional Fund Advisors Lp

CRD#4842328
Investment Advisor
in Austin, TX
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About this Advisor

Thomas Goodrum is a chartered financial analyst who works out of Austin, Texas, who has been in the industry for 14 years. Goodrum is on the advisory team at Dimensional Fund Advisors Lp. Throughout their career, Goodrum has worked at Blackrock Investments, Inc and Dimensional Fund Advisors. Goodrum holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory business operating out of Austin, Texas. The company has offices in two locations and a total of 863 people on staff. It administers $637 billion in assets under management across its 465 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 465 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. Dimensional Fund Advisors Lp offers a broad range 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 fee schedules largely depend on the type of financial services provided. However, fees charged by Dimensional Fund Advisors Lp may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, 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

$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

Thomas Goodrum Work History

Thomas has 14 years of experience.

2012 - Present (7 years)

Dimensional Fund Advisors

2004 - 2011 (7 years)

Blackrock Investments, Inc

Disclosures

Thomas Goodrum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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