Dorman Financial Management, P.a.
Dorman Financial Management, P.a. is an SEC-registered mass-market adviser in Maitland, FL with $160.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Dorman Financial Management, P.a.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136881, SEC 801-66938, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $160.6M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Maitland, FL
- Employees
- 2
- Clients
- 262
- CRD
- 136881
- Ownership
- YOCHUM, PAMELA, LYNN; MICHAELSON, LISA, MARIE; DORMAN, JAMES, BROOKS; CANFIELD, LORI, ANNE
How much AUM does Dorman Financial Management, P.a. have?
Dorman Financial Management, P.a. reported $160.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Dorman Financial Management, P.a.?
Disclosed owners and executives of Dorman Financial Management, P.a. include YOCHUM, PAMELA, LYNN, MICHAELSON, LISA, MARIE, DORMAN, JAMES, BROOKS, CANFIELD, LORI, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.