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DORMAN FINANCIAL MANAGEMENT, P.A.
Tel: 407-774-6815
557 N. Wymore Road Suite 201
Maitland, Florida 32751
DORMAN FINANCIAL MANAGEMENT, P.A.
DORMAN FINANCIAL MANAGEMENT, P.A. is a Maitland, Florida based financial advisory firm with nearly $147,802,769 in assets under management and provides investment advisory services for 752 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (ADVISORY CONSULTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
136881
SEC#:
801-66938
No. of Clients:
752
Assets under Management
$147,802,769
No. of Advisors:
5
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