Althea Keegan Trevor

CFA

Dimensional Fund Advisors LP

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dimensional Fund Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

235 advisors

Number of Clients

1,602 clients

Average Client Portfolio

$521.7M average

Assets Under Management

$835.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dfa Securities LLCBroker

August 2016 - Present · 9 yrs 6 mos

Dimensional Fund Advisors LP

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Astor Asset Management LLC

November 2009 - December 2012 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.