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DORSET FINANCIAL SERVICES CORPORATION

Advisory

DEVON, PA

Data as of Sep 7, 2004 · Source: SEC Form ADV

Total AUM
$33M
1-Year AUM Growth
-0.3%
3-Year CAGR
-5.5%
Employees
0
Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingJan 27, 2001
Latest FilingSep 7, 2004
🔒 Full AUM trend chart and 9 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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