Fourth Dimension Financial

Fourth Dimension Financial (CRD# 156733) is a financial advisory firm headquartered in Perrysburg, OH. They manage $19,314,342 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $107,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Fourth Dimension Financial
Showing 1 - 2 of 2 top financial advisors.
1
David C. Bensch
CRD#: 5295254
27121 Oakmead Drive, Suite B, Perrysburg, OH 43551
93
Wealthminder
score

David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial in Perrysburg, OH and has over 8 years of experience in the finance industry.

2
Adam B. Cufr
CRD#: 4382687
27121 Oakmead Drive, Suite B, Perrysburg, OH 43551
68
Wealthminder
score

Adam Cufr (CRD# 4382687) is an Investment Advisor Representative working at Fourth Dimension Financial in Perrysburg, OH and has over 15 years of experience in the finance industry.

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