Dorchester Wealth Management Company

Dorchester Wealth Management Company (CRD# 221519) is a financial advisory firm headquartered in Montreal, Quebec, . They manage $1,309,111,642 in 1,018 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1100 Rene Levesque Blvd. West, Suite 650, Montreal, Quebec, H3B 4
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    1,309
    MILLION
  • Total Number of Accounts
    1,018
    ACCOUNTS
  • Average Account Value
    $1,285,964
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Dorchester Wealth Management Company
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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