|
⚲
|
| Dorman Financial Management PA
✚
| |
|---|---|
| CRD # | 136881 |
| SEC # | 801-66938 |
| CIK # | |
| AUM | $145.1 MM (2024-03-14) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 407-774-6815 |
| Address | 557 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 59.7 |
| (b) Individuals (high net worth individuals) | 53 | 82.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 145.1 |
| By Discretionary | ||
| Discretionary | 785 | 143.7 |
| Non-Discretionary | 2 | 1.4 |
| Total | 787 | 145.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.1 | |
| Total | 787 | 145.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Somerset Group LLC
✚
|
MN | 0.1 |
|
ZOCK Robert A & Co Inc
✚
|
NH | 0.1 |
|
Walnut Private Equity Partners LLC
✚
|
NE | 0.1 |
|
Wall Street Investment Management LLC
✚
|
VA | 0.1 |
|
Blueprint Wealth Management Inc
✚
|
MD | 0.1 |
|
May William Michael
✚
|
CA | 0.1 |
|
Meyer Capital Management LLC
✚
|
OH | 0.1 |
|
Wealth Management Group Inc
✚
|
NC | 0.1 |
|
MJC Advisors LLC
✚
|
MD | 0.1 |
|
3 Factor Indexing LLC
✚
|
CA | 0.1 |