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DORVAL & CHORNE FINANCIAL ADVISORS
11242 86th Avenue North
Maple Grove, Minnesota 55369
Tel: 612-436-3714
About DORVAL & CHORNE FINANCIAL ADVISORS
DORVAL & CHORNE FINANCIAL ADVISORS, formally registered with the SEC as DORVAL & CHORNE FINANCIAL ADVISORS. The firm was established in 11/28/2023. They have over 2 offices throughout the country.
DORVAL & CHORNE FINANCIAL ADVISORS is a Maple Grove, Minnesota based Financial Planning firm with nearly $308,433,011 assets under management, offering retirement planning & investment advisory services to 1645 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309512 |
| SEC# | 801-129114 |
| Assets Managed by Firm | $308,433,011 |
| No. of Clients | 1645 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1645 | $308,433,011 |
| Individuals (other than high net worth individuals) | 775 | $201,385,563 |
| High net worth individuals | 101 | $107,047,448 |
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