F
CRD: 121379
Financial Dimensions, Llc.
Sparks, MD, 21152
4104279026
$30.5M Total AUM
$30.5M Disc. AUM
-- 3Y CAGR
4 Employees
106 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Janney
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1991
- Office Locations
- 1
Office Locations
72 Loveton Circle Sparks MD
About Financial Dimensions, Llc.
Financial Dimensions, Llc. is a Sparks-based RIA. The firm has been operating for 35 years. Managing $30.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Janney. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$287.6K AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
35yrs Firm Age
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Owner & Executives
M
Michael A. Powers
GENERAL MANAGER
- CRD
- #8034455
- Ownership
- Less than 5%
(396) 949-5246
ridge.glacier@momentumcapital.com
in linkedin.com/in/meridian-delta
D
DAVID JAY SITZER
Chief Compliance Officer, Head Of Investments
- CRD
- #1832997
- Ownership
- Less than 5%
(807) 829-3632
harbor.pioneer@radialcapital.com
in linkedin.com/in/quantum-alpha
Showing 2 of 2 owners & executives
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L
Lauren H Botti
--
- CRD
- #8131254
(498) 880-7121
momentum.radial@optimacapital.com
in linkedin.com/in/peak-horizon
A
Amber Linnae O'Neill
--
- CRD
- #7685171
(607) 239-7376
frontier.vertex@zenithcapital.com
in linkedin.com/in/harbor-vertex
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,485,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,485,378 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,485,378
Public Funds:
22.8% Cash:
14.1% Equity - Exchange:
24.1% Corporate - Investment Grade:
9.5% Municipal Bonds:
17.9% U.S. Government/Agency:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,233,266,833 | 22.8% |
| Cash | $762,678,173 | 14.1% |
| Equity - Exchange | $1,303,584,679 | 24.1% |
| Corporate - Investment Grade | $513,861,181 | 9.5% |
| Municipal Bonds | $968,222,646 | 17.9% |
| U.S. Government/Agency | $627,451,547 | 11.6% |
| Total | $5,409,065,059 | 100.0% |