Overview
Assets Under Management: $161 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
DORMAN FINANCIAL MANAGEMENT, P.A. 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 #136881), DORMAN FINANCIAL MANAGEMENT, P.A. is subject to fiduciary duty under federal law.
DORMAN FINANCIAL MANAGEMENT, P.A. is headquartered in MAITLAND, FL.
DORMAN FINANCIAL MANAGEMENT, P.A. serves 58 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, DORMAN FINANCIAL MANAGEMENT, P.A. offers financial planning and portfolio management for individuals. View all service details ↓
DORMAN FINANCIAL MANAGEMENT, P.A. manages $161 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, DORMAN FINANCIAL MANAGEMENT, P.A. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 758
Discretionary Accounts: 756
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 136881
Filing ID: 2060021
Last Filing Date: 2026-02-25 13:44:38