Dorset Financial Services Corporation (Devon)

Name: Dorset Financial Services Corporation
Address: 131 West Lancaster Avenue, Devon, PA, 19333
Telephone: 610-688-8300

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.

Dorset Financial Services Corporation: assets under management

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 firm manages $33.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.55 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dorset Financial Services Corporation

Bruno Antonio Giordano has been acting as President since 1 Feb 1990. Suzanne W. Giordano joined the executive team most recently as the S.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruno Antonio Giordano	President	1 Feb 1990	75% - 100%	1051919

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Suzanne W. Giordano	S	1 Feb 1990	Other	4345811

Based in Devon

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.