This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Nationwide · Pershing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2010
- Office Locations
- 1
Office Locations
About Dorchester Advisors LLC
Dorchester Advisors is an independent RIA serving the New York metro area, providing goal-based investment strategy, risk-aligned asset allocation, and ongoing portfolio management. The firm focuses on corporate executives, business owners/private practices, and retired families, including 401(k) and IRA guidance and “Portfolio S.O.S.” reviews. Portfolios are built with a cost-conscious, ETF-centric toolkit as an alternative to high-fee, complex solutions.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DUSHYANT PANDIT
MANAGING DIRECTOR
- CRD
- #2904668
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,508,149 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,508,149 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing