Dorval & Chorne Financial Advisors
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 309512
- Registered since
- November 28, 2023
- Website
- dorvalchorne.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.13%
- HNWI44.87%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dorval & Chorne Financial Advisors is an independent, privately owned registered investment adviser that provides fee-based wealth management and financial planning for individual and family clients. The firm is organized as a corporation and registered with the SEC in 2023. Its advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops; it also operates as an insurance broker. Fee arrangements mix a percentage of assets under management with hourly and fixed-fee engagements. Dorval & Chorne was named to Citywire’s "50 Growers Across America" list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds17%
- Other6%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Daniel Dorval
President and CEOCRD 2966842
Contacts
3 of 3
Julia Jerome
Associate Financial AdvisorCRD 7301069
John Chorne
Vice PresidentCRD 3227625
Leah Woodly
Associate, Financial AdvisorCRD 6350825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$474M in ETFs
98%
$464M
2%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $26.8M | 294,987 | 5.65% |
Location
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 11242 86th Ave N
- Time zone
- CT (UTC-6)
- Office locations
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