Timothy
Birch

Dimensional Fund Advisors Lp

CRD#6572508
Investment Advisor
in Austin, TX

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About this Advisor

Timothy Birch is an advisor located in Austin, Texas. Currently an advisor with Dimensional Fund Advisors Lp, they have accumulated 10 years of professional experience as a financial advisor. Birch has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Birch is able to serve investors based out of Texas. Over the course of their career, Birch has held roles at T. Rowe Price, Starbucks Coffee, Randalls, University Of Colorado, Colorado Springs, Dimensional Fund Advisors and Smartbiz Loans. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and has two other brick-and-mortar locations in the United States. Overall, Dimensional Fund Advisors Lp manages $663 billion in assets covering 462 client accounts and employs more than 1,050 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Dimensional Fund Advisors Lp provides 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

Timothy Birch Work History

Timothy has 10 years of experience.

2018 - Present (2 years)

Dimensional Fund Advisors

2017 - 2018 (1 year)

Smartbiz Loans

2015 - 2017 (2 years)

T. Rowe Price

2013 - 2015 (2 years)

Starbucks Coffee

2012 - 2013 (1 year)

University Of Colorado, Colorado Springs

2010 - 2012 (2 years)

Randalls

Disclosures

Timothy Birch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Colin Allen
Santa Monica, CA
Wei Dai
Austin, TX
Erin Searl
Austin, TX
Angella Welcome
Austin, TX
Barbara Flanagan
Austin, TX
Lauren Olson
Charlotte, NC
Kristopher Hicks
Austin, TX
Stephen Rodriguez
Austin, TX

This content was compiled from the SEC and FINRA.

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