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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 63 clients, or 63 clients per representative. That equates to $973.9K in reported AUM per client.
The profile lists 2 reported office locations and 55 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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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
SMA allocation detail is available
Dorn & Co., Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.