# Dorman Financial Management

Dorman Financial Management is an Asset Manager based in Maitland, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Maitland, United States
- **Region:** North America
- **Address:** Maitland, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** dormanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/dorman-financial-management-p-a

## Regulatory record

- **CRD number:** 136881
- **SEC file number:** 801-66938
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-25T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136881

## About

Dorman Financial Management was established in 2002 as a US-based wealth manager. The firm delivers investment advisory services focused on financial planning and portfolio management. It serves individuals, high net worth individuals, and pension plans. No additional offices, team size, or dated operational events from the last 24 months are recorded.

## Questions

### What services does Dorman Financial Management provide?

The firm provides investment advisory services including financial planning and portfolio management.

### Which clients does Dorman Financial Management advise?

It advises individuals, high net worth individuals, and pension plans.

## Related profiles

- [Dorinco Reinsurance Company](https://altss.com/profile/dorinco-reinsurance-company)
- [Dorm Room Fund](https://altss.com/profile/dorm-room-fund)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dorman-financial-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology