Dorsey & Company Inc
- Assets, Funds, Holdings
| Dorsey & Company Inc
|
| CRD # | 1668 |
| SEC # | 801-35768 |
| CIK # | 0001579036 |
| AUM |
|
| Employees |
17 (94% Investors, 100% Brokers)
|
| Phone | 504-524-5431 |
| Address | 511 Gravier Street
New Orleans, LA 70130-2726 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
105
|
34.2 |
| (b) Individuals (high net worth individuals) |
173
|
108.4 |
| (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 |
370 |
92.5 |
| (h) Charitable organizations |
8 |
18.6 |
| (i) State or municipal government entities |
2 |
128.8 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
3 |
27.7 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
3 |
0.6 |
| (n) Other |
40 |
21.3 |
| Total |
931 |
432.0 |
| By Discretionary |
| Discretionary |
793 |
374.7 |
| Non-Discretionary |
138 |
57.3 |
| Total |
931 |
432.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
7.4 |
| United States Persons |
|
424.6 |
| Total |
931 |
432.0 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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