Dorchester Wealth Management Company

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Assets, Funds, Holdings

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CAFR Data
Dorchester Wealth Management Company
CRD #221519
SEC #801-96255
CIK #
AUM $738.7 MM (100% Disc, 5% US)
Employees12 (100% Investors, 0% Brokers)
Phone514-861-5841
Address1100 Rene Levesque Blvd West
Montreal, H3B 4N4
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
79063247431615802011201420172020
Sector Holding Cap ($MM) Value ($MM)
BNS66,380.023.7
RY110,420.015.8
TD102,800.015.6
BMO49,020.011.6
JNJ369,000.010.3
BCE39,950.09.9
SU52,350.08.6
RCI21,560.08.2
CNI63,360.08.0
AAPL843,560.07.9
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Holdings by Sector ($)
0.40.30.20.20.10.02015201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Dorchester Opportunity Fund 11.7
View All
Comparable Firms State AUM ($BB)
Yorkbridge Wealth Partners LLC
NY 0.8
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CA 0.8
Front Barnett Associates LLC
IL 0.8
Saxon Woods Advisors LLC
NY 0.7
Adell Harriman & Carpenter Inc
TX 0.7
10-15 Associates Inc
NY 0.7
Arthur Karafin Investment Advisors Inc
PA 0.7
Schnieders Capital Management LLC
CA 0.7
Lehman & Derafelo Financial Resources LLC
PA 0.7
DJ St Germain Co Inc
MA 0.7
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