Desert Financial Advisers
RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$271K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 113751
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Desert Financial Advisers operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes individuals and families, utilizing a fee structure based on a percentage of assets under management. While the firm does not engage in ESG investing or serve as a multi-state adviser, it is dedicated to managing client portfolios with a personalized approach.
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 Equities100%
Contacts
1 of 1
Mikhail Dorfman
OwnerCRD 2252036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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