DORMAN FINANCIAL MANAGEMENT, P.A.
CRD #136881 SEC #801-66938 MAITLAND, FL 407-774-6815
SEC Registered
Total AUM
$147.8M
Discretionary
$146.1M
Employees
5
Clients
251
Accounts
752
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANFIELD, LORI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELSON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELSON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELSON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELSON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAELSON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
| DORMAN, JAMES, BROOKS | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (9)
FL GA LA NC NH NY SC TN TX
Address
557 N. WYMORE ROADSUITE 201
MAITLAND, FL 32751
United States
Phone: 407-774-6815