Dimensional Fund Advisors Lp
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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
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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.
Dimensional Fund Advisors
T. Rowe Price
University Of Colorado, Colorado Springs
Timothy Birch has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dimensional Fund Advisors Lp
Santa Monica, CA