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|
| Keyboard |
| Dorman Financial Management PA
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|
|---|---|
| CRD # | 136881 |
| SEC # | 801-66938 |
| CIK # | |
| AUM | 160.6 M (2026-02-25) |
| Employees | 2 (100% 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) | 204 | 55.9 |
| (b) Individuals (high net worth individuals) | 58 | 100.9 |
| (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 | 3.8 |
| (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 | 758 | 160.6 |
| By Discretionary | ||
| Discretionary | 756 | 158.4 |
| Non-Discretionary | 2 | 2.2 |
| Total | 758 | 160.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.6 | |
| Total | 758 | 160.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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160.9 M | |
|
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|
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|
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Old Oak Financial Planning Inc
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|
Fifth Set Private Wealth Management LLC
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|
Inversiones SURA Corp
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|
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|
Turloff Financial Consulting Inc
✚
|
160.0 M | |
|
Sequinox Wealth Management LLC
✚
|
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