Dorfman Value Investments LLC
Dorfman Value Investments LLC (CRD# 120911) is a financial advisory firm headquartered in Newton Upper Falls, MA. They manage $41,784,112 in 99 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management42MILLION
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Total Number of Accounts99ACCOUNTS
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Average Account Value$422,062
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

CA, MA, NY, TX
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.
Katharine Davidge (CRD# 5428490) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has over 7 years of experience in the finance industry.
Thomas Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has over 2 years of experience in the finance industry.
Ankit Patil (CRD# 6610441) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls, MA and has over 2 years of experience in the finance industry.