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 registered investment adviser structured as a corporation and focused on serving individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars with insurance brokerage capabilities. Fee arrangements are flexible and include percentage-of-AUM, hourly charges and fixed fees, allowing engagement models that range from comprehensive ongoing advisory relationships to project-based planning work. Investment activity centers on equity exposure implemented primarily through exchange-traded products. The adviser’s filings show a clear preference for broad-market ETF exposures for core allocations, supplemented by selective stock positions and third-party alternative managers. The firm is not an active ESG investor. Dorval & Chorne Financial Advisors received recognition in Citywire’s 2024 50 Growers Across America list.
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 1DANIEL DORVAL
President and CEOCRD 2966842
Contacts
3 of 3JULIA 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 48Active vs passive
$439M in ETFs
98%
$429M
2%
$9.7M
| 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 | $23.1M | 292,442 | 5.27% |
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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