DORMAN FINANCIAL MANAGEMENT, P.A.

MAITLAND, Florida·2 registered advisors·CRD# 136881
SEC# 801-669380407-774-6815
01

Firm Overview

AUM
$145M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DORMAN FINANCIAL MANAGEMENT, P.A.

2 registered advisors
James Brooks Dorman
MAITLAND, Florida
Lori Anne Canfield
MAITLAND, Florida
05

Office Locations

MAITLAND, Florida
2 advisors

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Data sourced from SEC Form ADV filings. DORMAN FINANCIAL MANAGEMENT, P.A. (CRD# 136881) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.