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FINANCIAL DIMENSIONS, LLC.

CRD 121379

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72 LOVETON CIRCLE, SPARKS, MD, 21152, United States

Phone

(410) 427-9026

Fax

Registration

— (—)

Source

State registered

Total AUM

$30.5M

Discretionary AUM

$30.5M

Team

4 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals101$26.4M
High net worth individuals3$4.1M

All web addresses on file

Official SEC filing: View on IAPD