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Dorman Financial Management, P.A.

● SEC registered since 2006CRD 136881SEC# 801-66938Maitland, FL
Export (members)
Reg. AUM
$147.8M
Employees
5
Accounts
752
Location
Maitland, FL

Dorman Financial Management, P.A. assets under management

Dorman Financial Management, P.A. is an investment advisory firm registered with the SEC based in Maitland, FL. The firm has been registered since 2006. It reports $147.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/dorman-financial-management-p-a-View on SEC.gov ↗

Dorman Financial Management, P.A. owners & executives

1 reported
NameTitleOwnershipSince
James Brooks Dorman ControlPresident/CcoOver 75%2002

Frequently asked questions

How much does Dorman Financial Management, P.A. manage?

Dorman Financial Management, P.A. reports $147.8 million in regulatory assets under management on its Form ADV.

How many employees does Dorman Financial Management, P.A. have?

Dorman Financial Management, P.A. reports 5 employees.

Where is Dorman Financial Management, P.A. located?

Dorman Financial Management, P.A. is based in Maitland, FL and has been SEC-registered since 2006.

Does Dorman Financial Management, P.A. disclose fund performance?

Dorman Financial Management, P.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address557 N. Wymore Road, Suite 201, Maitland, FL 32751
Phone407-774-6815
Fax407-645-1484
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.1M
Non-discretionary$1.7M
Total (RAUM)$147.8M