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Home > Retirement Planners > texas > allen > NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
550 S. Watters Road
Suite 242
Allen, Texas 75013
Tel: 972-972-8565
About NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
NEW DIMENSIONS WEALTH MANAGEMENT, LLC, formally registered with the SEC as NEW DIMENSIONS WEALTH MANAGEMENT, LLC. The firm was established in 06/29/2023. They have over 1 offices throughout the country.
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. is a Allen, Texas based Financial Planning firm with nearly $129,597,875 assets under management, offering retirement planning & investment advisory services to 422 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152136 |
| SEC# | 801-128238 |
| Assets Managed by Firm | $129,597,875 |
| No. of Clients | 422 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 422 | $129,597,875 |
| Individuals (other than high net worth individuals) | 46 | $22,912,352 |
| High net worth individuals | 47 | $106,685,523 |
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