2800 Ponce De Leon Blvd
15th Floor
Coral Gables, Florida 33134
Tel: 305-371-2776
DIMENSION CAPITAL MANAGEMENT LLC, formally registered with the SEC as DIMENSION CAPITAL MANAGEMENT LLC. The firm was established in 06/18/1997. They have over 2 offices throughout the country.
DIMENSION CAPITAL MANAGEMENT LLC is a Coral Gables, Florida based Financial Planning firm with nearly $6,195,276,597 assets under management, offering retirement planning & investment advisory services to 671 clients. The firm is staffed with 50 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109380 |
SEC# | 801-54709 |
Assets Managed by Firm | $6,195,276,597 |
No. of Clients | 671 |
No. of Advisors | 50 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 671 | $6,195,276,597 |
High net worth individuals | 164 | $906,032,022 |
Pension and profit sharing plans | 8 | $4,994,190 |
Charitable organizations | 6 | $60,542,479 |
Corporations or other businesses | 315 | $2,629,257,709 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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