Overview
Assets Under Management: $308 million
Headquarters: MAPLE GROVE, MN
High-Net-Worth Clients: 101
Average Client Assets: $1 million
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