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DORMAN FINANCIAL MANAGEMENT, P.A.

MAITLAND, FL · CRD 136881 · IAPD ↗ · 407-774-6815

$160.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2024 — DORMAN FINANCIAL MANAGEMENT, P.A. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.