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| Financial Dimensions Group Inc
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| |
|---|---|
| CRD # | 115143 |
| SEC # | 801-77285 |
| CIK # | |
| AUM | $2.6 BB (2024-03-04) |
| Employees | 49 (100% Investors, 100% Brokers) |
| Phone | 651-481-6280 |
| Address | 6 Pine Tree Drive Arden Hills, MN 55112 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,426 | 1.1 |
| (b) Individuals (high net worth individuals) | 712 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,105 | 2.6 |
| By Discretionary | ||
| Discretionary | 7,867 | 2.1 |
| Non-Discretionary | 1,238 | 0.5 |
| Total | 9,105 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 9,105 | 2.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Apexium Financial LP
✚
|
TX | 2.6 |
|
Provenance Wealth Advisors LLC
✚
|
FL | 2.6 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.6 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.6 |
|
Colony Family Offices LLC
✚
|
NC | 2.6 |
|
Gerber Kawasaki Inc
✚
|
CA | 2.6 |
|
Wealthcare Capital Management LLC
✚
|
VA | 2.6 |
|
Marcum Wealth LLC
✚
|
OH | 2.6 |
|
Rocky Mountain Advisers LLC
✚
|
KS | 2.6 |
|
Relative Value Partners Group LLC
✚
|
IL | 2.6 |