Dorfman Value Investments LLC

Dorfman Value Investments LLC (CRD# 120911) is a financial advisory firm headquartered in Boston, MA. They manage $26,937,935 in 76 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
101 Federal Street, Suite 1900, Boston, MA 02110
https://twitter.com/johndorfman
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $354,447
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NC, NY, TX

Financial Advisors at Dorfman Value Investments LLC
Showing 1 - 3 of 3 top financial advisors.
1
Katharine Davidge, financial advisor Boston MA
Katharine W. Davidge
CRD#: 5428490
101 Federal Street, Suite 1900, Boston, MA 02110

Katharine Davidge (CRD# 5428490) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Boston, MA and has over 13 years of experience in the finance industry.

2
John Dorfman, financial advisor Boston MA
John R. Dorfman
CRD#: 4374880
101 Federal Street, Suite 1900, Boston, MA 02110

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.

3
Jingshu Zhang, financial advisor Boston MA
Jingshu Zhang
CRD#: 7520684
101 Federal Street, Suite 1900, Boston, MA 02110

Jingshu Zhang (CRD# 7520684) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Boston, 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.

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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