Overview
Assets Under Management: $462 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 173
Average Client Assets: $0.8 million
Frequently Asked Questions
DORSEY & COMPANY INC. 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 #1668), DORSEY & COMPANY INC. is subject to fiduciary duty under federal law.
DORSEY & COMPANY INC. is headquartered in NEW ORLEANS, LA.
DORSEY & COMPANY INC. serves 173 high-net-worth clients according to their SEC filing dated September 26, 2018. View client details ↓
According to their SEC Form ADV, DORSEY & COMPANY INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DORSEY & COMPANY INC. manages $462 million in client assets according to their SEC filing dated September 26, 2018.
According to their SEC Form ADV, DORSEY & COMPANY INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.00%
Average Client Assets: $0.8 million
Total Client Accounts: 1,170
Discretionary Accounts: 1,069
Non-Discretionary Accounts: 101
Regulatory Filings
CRD Number: 1668
Filing ID: 1242233
Last Filing Date: 2018-09-26 17:54:00