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Jennifer M Dorfman

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida
Unclaimed Profile
1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 3009328Firm CRD# 130814
01

About

Jennifer M Dorfman is a registered financial advisor based in BOCA RATON, Florida, affiliated with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
AUM
$566M
Regulatory assets under management
Employees
183
Total firm employees
View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
Regulatory
SEC/IARD CRD# 3009328
Firm CRD# 130814
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer M Dorfman offer?
Jennifer M Dorfman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Jennifer M Dorfman's credentials?
Jennifer M Dorfman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer M Dorfman located?
Jennifer M Dorfman is based in BOCA RATON, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Jennifer M Dorfman charge for services?
Jennifer M Dorfman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBRIDGE FINANCIAL SERVICES GROUP, INC.?
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. has approximately 183 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
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