Dorman Financial Management, P.A.
Maitland, Florida
3.0
2 Reviews
Dorman Financial Management, P.A. is a reputable investment advisory firm based out of Maitland, FL, providing comprehensive financial solutions to its clients. With over 260 individual clients and assets under management totaling more than $143,226,000, they have established a strong presence in the industry. This small yet dynamic firm operates out of a single office in Maitland, FL, catering to a diverse range of clients. Dorman Financial Management, P.A. has garnered extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sour...
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Assets Under Mgmt

$143.23M

Investment Professionals

3

Locations

0

% 401K & Individual

44%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: ADVISORY CONSULTING
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