Dorman Financial Management, P.a.

Dorman Financial Management, P.a. (CRD# 136881) is a financial advisory firm headquartered in Maitland, FL. They manage $145,100,400 in 787 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
557 N. Wymore Road, Suite 201, Maitland, FL 32751
https://www.linkedin.com/company/dorman-financial-management-p-a-
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    787
    ACCOUNTS
  • Average Account Value
    $184,372
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NH, NY, TN, TX

Financial Advisors at Dorman Financial Management, P.a.
Showing 1 - 2 of 2 top financial advisors.
1
Chelsea Arb, financial advisor Maitland FL
Chelsea E. Arb
CRD#: 5592994
557 N. Wymore Road, Suite 201, Maitland, FL 32751

Chelsea Arb (CRD# 5592994) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has over 5 years of experience in the finance industry.

2
James Dorman, financial advisor Maitland FL
James B. Dorman
CRD#: 2842570
557 N. Wymore Road, Suite 201, Maitland, FL 32751

James Dorman (CRD# 2842570) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has over 27 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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