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DORMAN FINANCIAL MANAGEMENT, P.A.
557 N. Wymore Road
Suite 201
Maitland, Florida 32751
Tel: 407-774-6815
About DORMAN FINANCIAL MANAGEMENT, P.A.
DORMAN FINANCIAL MANAGEMENT, PA, formally registered with the SEC as DORMAN FINANCIAL MANAGEMENT, PA. The firm was established in 07/06/2006. They have over 1 offices throughout the country.
DORMAN FINANCIAL MANAGEMENT, P.A. is a Maitland, Florida based Financial Planning firm with nearly $147,802,769 assets under management, offering retirement planning & investment advisory services to 752 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136881 |
| SEC# | 801-66938 |
| Assets Managed by Firm | $147,802,769 |
| No. of Clients | 752 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 752 | $147,802,769 |
| Individuals (other than high net worth individuals) | 202 | $50,515,074 |
| High net worth individuals | 59 | $94,118,419 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,169,276 |
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