Dorn & Co, Inc.

Broker-DealerFINRA Member
Total AUM
$61.4M
Discretionary
$0
0% of AUM
Accounts
116
Employees
2
Advisory reps
2
Brokerage reps
1

Firm details

Headquarters
Minnetonka, Minnesota
CRD number
2950
Registered since
July 31, 1960
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI81.26%
  • Individuals17.52%
  • Charitable Organizations1.21%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dorn & Co, Inc. is a Minnesota-based, privately owned corporate advisory and brokerage operation that serves both individual/family and institutional clients. The firm operates as a broker-dealer, registered representative of a broker-dealer and an insurance broker, while also offering advisory services focused on portfolio management for individuals and small businesses and the selection of other advisers. It bills clients on a percentage-of-AUM basis and functions as a capital allocator that places client assets with third-party managers when appropriate. The firm reports that environmental, social and governance (ESG) integration is not a stated focus.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 30%, US Government Bonds 8%, Cash & Cash Equivalents 4%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities30%
  • US Government Bonds8%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Matthew Dorn

    Matthew Dorn

    President, Financial AdvisorCRD 2658460

  • Bonita Denzel

    Bonita Denzel

    Senior Vice PresidentCRD 1082205

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minnetonka, MN

Hennepin

Location

Minnetonka, MN

Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
601 Carlson Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth