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FOURTH DIMENSION FINANCIAL GROUP
FOURTH DIMENSION FINANCIAL GROUP, LLC
CRD 156733
27121 OAKMEAD DRIVE, SUITE B, PERRYSBURG, OH, 43551, United States
Phone
(419) 931-0704
Fax
(419) 931-0787
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEMINARES ARE FREE TO PUBLIC
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $0 |
| High net worth individuals | 15 | $0 |
| Pension/profit sharing plans | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD