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).

Current Firm Details
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
http://www.dorfmanvalue.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $422,062
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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 Dorfman, financial advisor Boston MA
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 Davidge, financial advisor Newton Upper Falls MA
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 7 years of experience in the finance industry.

3
Thomas Macpherson, financial advisor Newton Upper Falls MA
Thomas Macpherson
CRD#: 6579851
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
89
Wealthminder
score

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.

4
Ankit Patil, financial advisor Newton Upper Falls MA
Ankit Patil
CRD#: 6610441
379 Elliot Street, Suite 100h, Newton Upper Falls, MA 02464
89
Wealthminder
score

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.

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.

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