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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1981
- Office Locations
- 1
Office Locations
About NEW Dimensions Investment Company
NEW Dimensions Investment Company is a Santa Monica-based RIA. The firm has been operating for 45 years. Managing $7.6M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 45 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
BRIAN G CHOW
Owner
- CRD
- #4621619
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,628,390 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,628,390 | -- |
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Separately Managed Accounts
SMA allocation detail is available
NEW Dimensions Investment Company has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.