Financial Dimensions, Inc.

Financial Dimensions, Inc. (CRD# 121379) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $62,770,272 in 236 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1301 York Road, Suite 103, Lutherville-Timonium, MD 21093
https://www.firstfinancial.org
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $265,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Financial Dimensions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Amber O'neill, financial advisor Lutherville-Timonium MD
Amber L. O'neill
CRD#: 7685171
1301 York Road, Suite 103, Lutherville-Timonium, MD 21093

Amber O'neill (CRD# 7685171) is an Investment Advisor Representative working at Financial Dimensions, Inc. in Lutherville-Timonium, MD and has 1 year of experience in the finance industry.

2
David Sitzer, financial advisor Lutherville-Timonium MD
David J. Sitzer
CRD#: 1832997
1301 York Road, Suite 103, Lutherville-Timonium, MD 21093

David Sitzer (CRD# 1832997) is an Investment Advisor Representative working at Financial Dimensions, Inc. in Lutherville-Timonium, MD and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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