FINANCIAL DIMENSIONS GROUP, INC.
CRD #115143 SEC #801-77285 ARDEN HILLS, MN 651-481-6280
SEC Registered
Total AUM
$2.6B
Discretionary
$2.1B
Employees
49
Clients
101
Accounts
9,105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $2.6B | $2.1B | $487.9M | 49 | 24 |
| Nov 2023 | $2.2B | $1.7B | $447.7M | 51 | 29 |
| Aug 2023 | $2.2B | $1.7B | $447.7M | 51 | 29 |
| Jul 2023 | $2.2B | $1.7B | $447.7M | 51 | 29 |
| Jun 2023 | $2.2B | $1.7B | $447.7M | 51 | 29 |
| Mar 2023 | $2.2B | $1.7B | $447.7M | 51 | 29 |
| Jul 2022 | $2.2B | $1.7B | $496.8M | 48 | 33 |
| Mar 2022 | $2.2B | $1.7B | $496.8M | 48 | 33 |
| Mar 2022 | $2.2B | $1.7B | $496.8M | 48 | 33 |
| Jul 2021 | $1.8B | $1.3B | $497.6M | 47 | 32 |
| Jun 2021 | $1.8B | $1.3B | $497.6M | 47 | 32 |
| Mar 2021 | $1.8B | $1.3B | $497.6M | 47 | 32 |
| Feb 2021 | $1.3B | $858.5M | $468.3M | 44 | 31 |
| Nov 2020 | $1.3B | $858.5M | $468.3M | 44 | 31 |
| Jun 2020 | $1.3B | $858.5M | $468.3M | 44 | 31 |
| Jun 2020 | $1.3B | $858.5M | $468.3M | 44 | 31 |
| Mar 2020 | $1.3B | $858.5M | $468.3M | 44 | 31 |
| Feb 2020 | $958.7M | $534.5M | $424.2M | 43 | 50 |
| Jan 2020 | $958.7M | $534.5M | $424.2M | 43 | 50 |
| Mar 2019 | $958.7M | $534.5M | $424.2M | 43 | 50 |
| Mar 2019 | $958.7M | $534.5M | $424.2M | 43 | 50 |
| Jan 2019 | $779.2M | $376.9M | $402.3M | 44 | 103 |
| Jan 2019 | $779.2M | $376.9M | $402.3M | 44 | 103 |
| Jul 2018 | $779.2M | $376.9M | $402.3M | 44 | 103 |
| Mar 2018 | $779.2M | $376.9M | $402.3M | 44 | 103 |
| Jul 2017 | $620.3M | $252.5M | $367.7M | 44 | 1,500 |
| Mar 2017 | $620.3M | $252.5M | $367.7M | 44 | 1,500 |
| Nov 2016 | $497M | $165.4M | $331.6M | 49 | 1,400 |
| Nov 2016 | $497M | $165.4M | $331.6M | 49 | 1,400 |
| Apr 2016 | $497M | $165.4M | $331.6M | 49 | 1,400 |
| Apr 2016 | $497M | $165.4M | $331.6M | 49 | 1,400 |
| Mar 2016 | $497M | $165.4M | $331.6M | 49 | 1,400 |
| Jun 2015 | $535.1M | $95.7M | $439.3M | 50 | 1,360 |
| Feb 2015 | $535.1M | $95.7M | $439.3M | 50 | 1,360 |
| Oct 2014 | $446M | $48.7M | $397.3M | 38 | 1,493 |
| Mar 2014 | $446M | $48.7M | $397.3M | 38 | 1,493 |
| Feb 2013 | $369.1M | $18.6M | $350.4M | 35 | 1,414 |
| Jan 2013 | $298.6M | $12.9M | $285.7M | 34 | 1,057 |
| Nov 2012 | $298.6M | $12.9M | $285.7M | 34 | 1,057 |
| Oct 2012 | $298.6M | $12.9M | $285.7M | 34 | 1,057 |
| Oct 2012 | $298.6M | $12.9M | $285.7M | 11 | 1,057 |
DateMar 2024
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$487.9M
Employees49
Clients24
DateNov 2023
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$447.7M
Employees51
Clients29
DateAug 2023
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$447.7M
Employees51
Clients29
DateJul 2023
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$447.7M
Employees51
Clients29
DateJun 2023
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$447.7M
Employees51
Clients29
DateMar 2023
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$447.7M
Employees51
Clients29
DateJul 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$496.8M
Employees48
Clients33
DateMar 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$496.8M
Employees48
Clients33
DateMar 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$496.8M
Employees48
Clients33
DateJul 2021
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$497.6M
Employees47
Clients32
DateJun 2021
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$497.6M
Employees47
Clients32
DateMar 2021
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$497.6M
Employees47
Clients32
DateFeb 2021
Total AUM$1.3B
Discretionary$858.5M
Non-Disc.$468.3M
Employees44
Clients31
DateNov 2020
Total AUM$1.3B
Discretionary$858.5M
Non-Disc.$468.3M
Employees44
Clients31
DateJun 2020
Total AUM$1.3B
Discretionary$858.5M
Non-Disc.$468.3M
Employees44
Clients31
DateJun 2020
Total AUM$1.3B
Discretionary$858.5M
Non-Disc.$468.3M
Employees44
Clients31
DateMar 2020
Total AUM$1.3B
Discretionary$858.5M
Non-Disc.$468.3M
Employees44
Clients31
DateFeb 2020
Total AUM$958.7M
Discretionary$534.5M
Non-Disc.$424.2M
Employees43
Clients50
DateJan 2020
Total AUM$958.7M
Discretionary$534.5M
Non-Disc.$424.2M
Employees43
Clients50
DateMar 2019
Total AUM$958.7M
Discretionary$534.5M
Non-Disc.$424.2M
Employees43
Clients50
DateMar 2019
Total AUM$958.7M
Discretionary$534.5M
Non-Disc.$424.2M
Employees43
Clients50
DateJan 2019
Total AUM$779.2M
Discretionary$376.9M
Non-Disc.$402.3M
Employees44
Clients103
DateJan 2019
Total AUM$779.2M
Discretionary$376.9M
Non-Disc.$402.3M
Employees44
Clients103
DateJul 2018
Total AUM$779.2M
Discretionary$376.9M
Non-Disc.$402.3M
Employees44
Clients103
DateMar 2018
Total AUM$779.2M
Discretionary$376.9M
Non-Disc.$402.3M
Employees44
Clients103
DateJul 2017
Total AUM$620.3M
Discretionary$252.5M
Non-Disc.$367.7M
Employees44
Clients1,500
DateMar 2017
Total AUM$620.3M
Discretionary$252.5M
Non-Disc.$367.7M
Employees44
Clients1,500
DateNov 2016
Total AUM$497M
Discretionary$165.4M
Non-Disc.$331.6M
Employees49
Clients1,400
DateNov 2016
Total AUM$497M
Discretionary$165.4M
Non-Disc.$331.6M
Employees49
Clients1,400
DateApr 2016
Total AUM$497M
Discretionary$165.4M
Non-Disc.$331.6M
Employees49
Clients1,400
DateApr 2016
Total AUM$497M
Discretionary$165.4M
Non-Disc.$331.6M
Employees49
Clients1,400
DateMar 2016
Total AUM$497M
Discretionary$165.4M
Non-Disc.$331.6M
Employees49
Clients1,400
DateJun 2015
Total AUM$535.1M
Discretionary$95.7M
Non-Disc.$439.3M
Employees50
Clients1,360
DateFeb 2015
Total AUM$535.1M
Discretionary$95.7M
Non-Disc.$439.3M
Employees50
Clients1,360
DateOct 2014
Total AUM$446M
Discretionary$48.7M
Non-Disc.$397.3M
Employees38
Clients1,493
DateMar 2014
Total AUM$446M
Discretionary$48.7M
Non-Disc.$397.3M
Employees38
Clients1,493
DateFeb 2013
Total AUM$369.1M
Discretionary$18.6M
Non-Disc.$350.4M
Employees35
Clients1,414
DateJan 2013
Total AUM$298.6M
Discretionary$12.9M
Non-Disc.$285.7M
Employees34
Clients1,057
DateNov 2012
Total AUM$298.6M
Discretionary$12.9M
Non-Disc.$285.7M
Employees34
Clients1,057
DateOct 2012
Total AUM$298.6M
Discretionary$12.9M
Non-Disc.$285.7M
Employees34
Clients1,057
DateOct 2012
Total AUM$298.6M
Discretionary$12.9M
Non-Disc.$285.7M
Employees11
Clients1,057