NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

ALLEN, Texas·2 registered advisors·CRD# 152136
SEC# 801-1282380972-972-8565
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

2 registered advisors
Richard Lance Alston
ALLEN, Texas
Tiffany Nicole Finney-Johnson
ALLEN, Texas
05

Office Locations

ALLEN, Texas
2 advisors

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Data sourced from SEC Form ADV filings. NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. (CRD# 152136) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.