New Dimensions Investment Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Dimensions Investment Company provides financial planning and portfolio management services to individual clients, and its Form ADV Part 2 notes a client mix that includes both non‑high‑net‑worth and high‑net‑worth individuals. The brochure shows the firm manages roughly $7.6 million in assets for a very small number of client relationships.
The firm’s disclosures indicate it offers financial planning engagements and uses hourly billing for some advisory work, rather than relying solely on asset‑based or other common fee arrangements. Its Form ADV describes individualized investment strategies and periodic account reviews intended to align portfolios with each client’s goals and risk profile.
Compared with peers in its registration category, the combination of hourly planning, active financial planning services, and a client roster focused on individual (both non‑HNW and HNW) relationships is uncommon. The brochure also indicates the firm does not act as a private fund adviser and instead concentrates on direct portfolio management and planning for individual clients.
Client services
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Also doing business as
Chow, Brian Gee Yin · Chow,Brian Gee Yin · New Dimensions Investment Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)