CRD: 124289
NEW Dimensions Investment Company
Santa Monica, CA
3109635379
$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1981
- Office Locations
- 1
Office Locations
-- Santa Monica CA
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.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
45yrs Firm Age
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Owner & Executives
B
BRIAN G CHOW
Owner
- CRD
- #4621619
- Ownership
- 75% or more
(225) 667-1207
quantum.radial@timbercapital.com
in linkedin.com/in/foundation-pioneer
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $7,628,390
Equity - Exchange:
40.8% Cash:
59.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,463,955,580 | 40.8% |
| Cash | $3,575,151,233 | 59.2% |
| Total | $6,039,106,813 | 100.0% |