Dorfman Value Investments LLC
Dorfman Value Investments LLC (CRD# 120911) is a financial advisory firm headquartered in Boston, MA. They manage $26,937,935 in 76 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management27MILLION
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Total Number of Accounts76ACCOUNTS
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Average Account Value$354,447
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, NC, NY, TX
Katharine Davidge (CRD# 5428490) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Boston, MA and has over 13 years of experience in the finance industry.
John Dorfman (CRD# 4374880) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls MA and has over 16 years of experience in the finance industry.
Jingshu Zhang (CRD# 7520684) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Boston, MA and has over 2 years of experience in the finance industry.