Overview
Assets Under Management: $308 million
Headquarters: MAPLE GROVE, MN
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Frequently Asked Questions
DORVAL CORPORATION 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 #309512), DORVAL CORPORATION is subject to fiduciary duty under federal law.
DORVAL CORPORATION is headquartered in MAPLE GROVE, MN.
DORVAL CORPORATION serves 101 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, DORVAL CORPORATION offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DORVAL CORPORATION manages $308 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, DORVAL CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.71
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,645
Discretionary Accounts: 1,077
Non-Discretionary Accounts: 568
Regulatory Filings
CRD Number: 309512
Last Filing Date: 2025-02-05 00:00:00
Website: https://dorvalchorne.com