Dorman Financial Management

EST. AUM
$160,580,740

CONTACTS
1

CLIENT ACCOUNTS
758

Firm Details

Metro area Miami
CRD Number 136881
Website dormanfinancial.com
Client types

Overview

Dorman Financial Management, P.A., is a fee-only investment advisory firm based in Maitland, Florida. Founded in 2006, the firm is committed to providing personalized and unbiased investment advice. They focus on a comprehensive approach to financial planning, considering each client's unique financial situation to offer services tailored to their needs. The firm manages $161.2 million in assets across 833 client accounts, offering services to both individual investors and small businesses. Dorman Financial Management's services include financial planning and portfolio management, and they cater to a diverse clientele, including high-net-worth individuals and pension and profit sharing plans. They utilize a client-centered philosophy, ensuring that their financial advice aligns closely with clients' aspirations and financial goals. The firm's compensation structure is transparent, based on a percentage of assets under management or fixed fees, depending on the client's preference and the nature of the services provided.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dorman Financial Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company