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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dorman Financial Management PA
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|---|---|
| CRD # | 136881 |
| SEC # | 801-66938 |
| CIK # | |
| AUM | $147.8 M (2025-03-03) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 407-774-6815 |
| Address | 557 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 50.5 |
| (b) Individuals (high net worth individuals) | 59 | 94.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 752 | 147.8 |
| By Discretionary | ||
| Discretionary | 750 | 146.1 |
| Non-Discretionary | 2 | 1.7 |
| Total | 752 | 147.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.8 | |
| Total | 752 | 147.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investors Mosaic LLC
✚
|
0.1 | |
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
Stonefield Investment Advisory Inc
✚
|
IA | 0.1 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.1 |
|
Steady Returns LLC
✚
|
0.1 | |
|
Appalachian Capital Management Ltd
✚
|
OH | 0.1 |
|
Quint Capital Corporation
✚
|
NY | 0.1 |
|
EDMP Inc
✚
|
FL | 0.1 |
|
Benchmark Capital Group Ltd
✚
|
IL | 0.1 |
|
Waverley Wealth Management LLC
✚
|
CA | 0.1 |