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DORSEY ASSET MANAGEMENT
150 North Wacker Dr
Suite 960
Chicago, Illinois 60606
Tel: 312-982-2543
About DORSEY ASSET MANAGEMENT
DORSEY ASSET MANAGEMENT, formally registered with the SEC as DORSEY ASSET MANAGEMENT. The firm was established in 04/22/2015. They have over 1 offices throughout the country.
DORSEY ASSET MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $1,113,609,480 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169056 |
| SEC# | 801-96175 |
| Assets Managed by Firm | $1,113,609,480 |
| No. of Clients | 11 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $1,113,609,480 |
| High net worth individuals | 1 | $10,178,582 |
| Charitable organizations | 7 | $431,034,108 |
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