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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Value optima
- Established Date
- 01-22-1971
- Office Locations
- 2
Office Locations
About Dorn & Co., Inc.
Dorn & Co., Inc. is a Minnesota-based advisory firm providing retirement planning, wealth management (portfolio construction and risk management), and estate strategy. The team works with retirees and pre-retirees, working professionals, small business owners, and select institutional clients (corporations, foundations, and government units). Portfolios commonly use ETFs alongside public funds and government bonds, with custody through RBC and a practice established in 1971.
Team overview
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Owner & Executives
MATTHEW LAWRENCE DORN
Chief Compliance Officer, Financial Advisor, Finop, President, PRINCIPAL
- CRD
- #2658460
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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BONITA GALE DENZEL
Financial Consultant
- CRD
- #1082205
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,357,802 | -- |
| Total | $61,357,802 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,357,802
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $338,831,454 | 29.5% |
| Equity - Exchange | $288,293,881 | 25.1% |
| U.S. Government/Agency | $435,312,275 | 37.9% |
| Cash | $86,143,591 | 7.5% |
| Total | $1,148,581,201 | 100.0% |