Timothy
Birch
Dimensional Fund Advisors Lp
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About this Advisor
Timothy Birch is a financial advisor who works out of Austin, Texas with 5 years of industry experience. Birch is an advisor for Dimensional Fund Advisors Lp. Throughout their career, they have worked at T. Rowe Price, Starbucks Coffee, University Of Colorado, Colorado Springs, Dimensional Fund Advisors and Smartbiz Loans. Birch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Dimensional Fund Advisors Lp is a registered investment business that has its headquarters in Austin, TX. The company has offices in two locations and a total of 1,096 employees. It manages $653 billion in assets between its 818 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 818 client accounts, 51% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides 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 management fees are based on the type of financial services provided. However, fees billed by Dimensional Fund Advisors Lp can include 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
Timothy Birch Work History
Timothy has been registered as a financial advisor for 5 years.*
Dimensional Fund Advisors
Smartbiz Loans
T. Rowe Price
Starbucks Coffee
University Of Colorado, Colorado Springs
*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 Timothy Birch 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
Charlotte, NC
Austin, TX
Santa Monica, CA
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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