Dimensional Smartnest (Us) LLC is a related adviser based in Austin. It manages $31.96 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Dimensional Smartnest (Us) provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dimensional Smartnest (Us) LLC is $31.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 495% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dimensional Smartnest (Us) LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peng Chen has been acting as President since 1 Jul 2012. Michael Farrin Lane joined the executive team most recently as the Chief Executive Officer.
The principal office where Dimensional Smartnest (Us) LLC performs its advisory services is located at 6300 Bee Cave Road, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-512-306-7400 or by fax 1-512-306-7609. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dfaus.com/managed_dc/.