Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 242
Average Client Assets: $2 million
Frequently Asked Questions
DORCHESTER WEALTH MANAGEMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #221519), DORCHESTER WEALTH MANAGEMENT COMPANY is subject to fiduciary duty under federal law.
DORCHESTER WEALTH MANAGEMENT COMPANY serves 242 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, DORCHESTER WEALTH MANAGEMENT COMPANY offers portfolio management for individuals. View all service details ↓
DORCHESTER WEALTH MANAGEMENT COMPANY manages $1.3 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, DORCHESTER WEALTH MANAGEMENT COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,018
Discretionary Accounts: 1,018
Regulatory Filings
CRD Number: 221519
Last Filing Date: 2024-03-29 00:00:00
Website: https://dorchesterwealth.com