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Dorman Financial Management Logo
Dorman Financial Management CB Rank
1702443
Heat Score
51
Dorman Financial Management is a financial planning firm that provides retirement, estate, tax, beneficiary and insurance services .
Founded
obfuscation
Private Maitland, Florida, United States1-10 www.dormanfinancial.com
Asset Management
Financial Services
Insurance
Overview

Dorman Financial Management
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Dorman Financial Management

CB Rank
1702443
Dorman Financial Management is a financial planning firm that provides retirement, estate, tax, beneficiary and insurance services .
Founded
obfuscation
Private Maitland, Florida, United States1-10 www.dormanfinancial.com
Asset Management
Financial Services
Insurance

Key People

Details

Legal Name Dorman Financial Management, P.A.
Also Known As DFM
Operating Status Active
Company Type For Profit
Founders  James B. Dorman
Phone Number 407-774-6815
Contact Email admin@dormanfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Management of portfolios including stocks, bonds, and other assets to help clients meet financial goals with risk management.
Tax Planning
Personalized strategies to minimize tax liabilities and maximize savings while ensuring compliance with tax laws.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 7

Employee Profiles

News
Technology
View Tech Report

IT Spend

$81.2KThis year, Dorman Financial Management is projected to spend $81.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Texas Instruments (TXN) Logo
Texas Instruments (TXN)
97
IBM (IBM) Logo
IBM (IBM)
93
Clawbacks Logo
Clawbacks
90

Active Website Tech Count

6Dorman Financial Management is actively using 6 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Dorman Financial Management's headquarters? Dorman Financial Management is located in Maitland, Florida, United States.Who are Dorman Financial Management's competitors? Alternatives and possible competitors to Dorman Financial Management may include HighTower Advisors, Mariner Wealth Advisors, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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