Overview
Assets Under Management: $2.6 billion
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 712
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL DIMENSIONS GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115143), FINANCIAL DIMENSIONS GROUP, INC. is subject to fiduciary duty under federal law.
FINANCIAL DIMENSIONS GROUP, INC. is headquartered in ARDEN HILLS, MN.
FINANCIAL DIMENSIONS GROUP, INC. serves 712 high-net-worth clients according to their SEC filing dated March 04, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL DIMENSIONS GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FINANCIAL DIMENSIONS GROUP, INC. manages $2.6 billion in client assets according to their SEC filing dated March 04, 2024.
According to their SEC Form ADV, FINANCIAL DIMENSIONS GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 712
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.95%
Average Client Assets: $1.9 million
Total Client Accounts: 9,105
Discretionary Accounts: 7,867
Non-Discretionary Accounts: 1,238
Regulatory Filings
CRD Number: 115143
Filing ID: 1832922
Last Filing Date: 2024-03-04 14:42:00