FINANCIAL DIMENSIONS, LLC.

Overview

Financial Dimensions, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management geared toward individuals and small businesses and also conducts business as an insurance broker and an accountant. Its fee model combines a percentage-of-AUM charge with hourly billing for some services. Financial Dimensions does not operate as a capital allocator, does not market itself as an ESG investor, and is not registered as a multi-state adviser. The firm lists an industry affiliation with a banking or thrift institution.

Assets & Accounts

Investments & Alternatives