Dorset Financial Services Corporation is a large advisory firm based in Devon. It manages $33.24 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.
Dorset Financial Services Corporation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dorset Financial Services Corporation is $33.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dorset Financial Services Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bruno Antonio Giordano has been acting as President since 1 Feb 1990. Suzanne W. Giordano joined the executive team most recently as the S.
The principal office where Dorset Financial Services Corporation performs its advisory services is located at 131 West Lancaster Avenue, Devon, PA 19333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-688-8300 or by fax 610-688-8963. The normal business hours are 9:00a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dorsetfinancial.com.