New Dimensions Wealth Management, LLC
New Dimensions Wealth Management, LLC (CRD# 152136) is a financial advisory firm headquartered in Allen, TX. They manage $129,597,875 in 422 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management130MILLION
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Total Number of Accounts422ACCOUNTS
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Average Account Value$307,104
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, TX
Financial Advisors at New Dimensions Wealth Management, LLC
1
Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry.
2
Tiffany Finney-Johnson (CRD# 5602864) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 17 years of experience in the finance industry.
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