Dorman Financial Management, P.A., FL — Investment Adviser | BuildTrust

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DORMAN FINANCIAL MANAGEMENT, P.A.

Investment AdviceMAITLAND, FL

Assets Under Management

$147.8M

Total AUM

Donut chart: Discretionary 146.1M, Non-Discretionary 1.7M
Category	Value
Discretionary	146.1M
Non-Discretionary	1.7M

Adviser Information

Field	Value
CRD Number	136881
SEC Number	801-66938
Street Address	557 N. WYMORE ROAD
Street Address 2	SUITE 201
Location	MAITLAND, FL 32751
Country	United States
Phone	407-774-6815
Fax	407-645-1484
Total Employees	5

Client Count by Type (261 Total)

Horizontal bar chart: Individuals (other than H… 202, High Net Worth Individual… 59
Category	Value
Individuals (other than H…	202
High Net Worth Individual…	59