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 that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm is registered with the SEC (registered in 2023) and combines advisory services with insurance brokerage capabilities. Its fee arrangements include asset-based fees, hourly consulting charges and fixed fees, and the business is owned by an individual. The firm communicates a preference for equities as the primary investment sleeve and runs a client-facing practice rather than operating as a capital allocator. Dorval & Chorne was recognized in Citywire’s 2024 list “50 Growers Across America.”
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$458M in ETFs
98%
$448M
2%
$10.5M
| 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 | $27.6M | 299,528 | 6.02% |
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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