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Building 2DORMAN FINANCIAL MANAGEMENT, P.A.

Map pinMAITLAND, FL
Phone407-774-6815
NotebookSEC #801-66938
Total AUM
$160.6M
Employees
2
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
557 N. WYMORE ROAD
SUITE 201
MAITLAND
FL 32751
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
MONDAY - THURSDAY
Phone
407-774-6815

ReceiptFinancials

Total AUM
$160.6M
Accounts
758
Discretionary
$158.4M
Accounts
756
Non-Discretionary
$2.2M
Accounts
2

ContactClients

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Individual Clients
204
AUM
$55.9M
HNW Individual Clients
58
AUM
$100.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHNYSCTNTX

HandshakeAffiliates

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

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