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DORMAN FINANCIAL MANAGEMENT, P.A.
CRD 136881 · SEC 801-66938
557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, 32751, United States
Phone
407-774-6815
Fax
407-645-1484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.6M
Discretionary AUM
$158.4M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $55.9M |
| High net worth individuals | 58 | $100.9M |
States served
GA, LA, NY, NC, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD