RIA Intel›Advisers›Arizona›DORFMAN, MIKHAIL

DORFMAN, MIKHAIL

Advisory

AZ

Data as of Aug 1, 2023 · Source: SEC Form ADV

Average account
$271K
across 5 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 1, 2023.

Total AUM
$1M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

ENSO FINANCIAL PLC
$1M
PFAFFMANN FINANCIAL, INC.
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OVERWATCH MANAGEMENT GROUP LLC
CHANDLER, AZ
$1M
MAKARIOS INVESTMENTS INC
SEDONA, AZ
$1M
SAFFRON CONSULTING SERVICES LLC
$2M
ARKAD INVESTMENT SERVICES, INC.
PHOENIX, AZ
$2M

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