Dorfman Value Investments LLC

Dorfman Value Investments LLC (CRD# 120911) is a financial advisory firm headquartered in Newton Upper Falls, MA. They manage $47,797,693 in 117 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $408,527
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Dorfman Value Investments LLC
Showing 1 - 4 of 4 top financial advisors.
1
John R. Dorfman
CRD#: 4374880
1 Liberty Square, Fifth Floor, Boston, MA 02109
98
Wealthminder
score

John Dorfman (CRD# 4374880) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls MA and has over 16 years of experience in the finance industry.

2
Katharine W. Davidge
CRD#: 5428490
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
93
Wealthminder
score

Katharine Davidge (CRD# 5428490) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has over 6 years of experience in the finance industry.

3
Thomas Macpherson
CRD#: 6579851
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
87
Wealthminder
score

Thomas Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has 1 year of experience in the finance industry.

4
Ankit Patil
CRD#: 6610441
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
87
Wealthminder
score

Ankit Patil (CRD# 6610441) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has 1 year of experience in the finance industry.

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