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DORCHESTER ADVISORS LLC
DORCHESTER ADVISORS LIMITED LIABILITY COMPANY
CRD 154460
830 MORRIS TURNPIKE #483, SHORT HILLS, NJ, 07078, United States
Phone
(973) 671-1560
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.5M
Discretionary AUM
$82.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS FOR REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.3M |
| High net worth individuals | 23 | $62.3M |
| Pension/profit sharing plans | 5 | $14.9M |
All web addresses on file
Official SEC filing: View on IAPD