Financial Dimensions, LLC.

Overview

Financial Dimensions, LLC. is a state registered investment adviser based in Lutherville, MD, registered since 1991. It reports $30.5M in assets under management across 104 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$30.5M

Discretionary

100%

Accounts

104

Average account

$293K

Employees

4

Advisory reps

4

Registered since

1991

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• David Jay Sitzer Chief Compliance Officer, Head of Investments CRD 1832997
• Michael Annona Powers General Manager CRD 8034455

Advisory reps 3 of 4

• Lauren H Botti Investment Adviser Rep CRD 8131254
• Amber Linnae O'Neill Investment Adviser Rep CRD 7685171
• Michael A. Powers Investment Adviser Rep CRD 8034455

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1301 York Rd Ste 103
Lutherville, MD 21093

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: firstfinancial.org/resources/financial-planning

Every state, with registration dates

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