RIA Intelligence

DORSET FINANCIAL SERVICES CORPORATION

CRD #108885 SEC #801-35704 DEVON, PA 610-688-8300
SEC Registered
Total AUM
$33.2M
Discretionary
$33.2M
Employees
5
Clients
25
Accounts
549

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 7, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GIORDANO, BRUNO, ANTONIOIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
GIORDANO, BRUNO, ANTONIOIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
GIORDANO, BRUNO, ANTONIOIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
GIORDANO, BRUNO, ANTONIOIPRESIDENTE Control

Registrations

Federal

IA
Sep 7, 2004 REGISTERED

Notice Filings (1)

PA

Address

131 WEST LANCASTER AVENUE
DEVON, PA 19333
USA
Phone: 610-688-8300