NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. of ALLEN, TX is an SEC-registered investment adviser (CRD 152136). Regulatory assets under management: $181.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Richard Lance AlstonPRESIDENT AND CHIEF COMPLIANCE OFFICERAllen, TX
Tiffany Nicole Finney-JohnsonDIRECTOR OF FINANCIAL PLANNING
ALSTON RICHARD LANCEPRESIDENT AND CHIEF COMPLIANCE OFFICER
FINNEY-JOHNSON TIFFANY NICOLEDIRECTOR OF FINANCIAL PLANNING

More on this firm