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NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
ALLEN, Texas
·
2 registered advisors
·
CRD# 152136
SEC# 801-128238
0
972-972-8565
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 Planning
Investment Management
04
Advisors at NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
2 registered advisors
Richard Lance Alston
ALLEN, Texas
CRD# 3070449
Tiffany Nicole Finney-Johnson
ALLEN, Texas
CRD# 5602864
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
.