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Building 2DORSET FINANCIAL SERVICES CORPORATION

Map pinDEVON, PA
Phone610-688-8300
NotebookSEC #801-35704
Total AUM
$33.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 WEST LANCASTER AVENUE
DEVON
PA 19333
USA
Operating Hours
9:00A.M.- 5:00 P.M.
Monday - Friday
Phone
610-688-8300

ReceiptFinancials

Total AUM
$33.2M
Accounts
549
Discretionary
$33.2M
Accounts
549
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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