Dorn & Co, Inc.
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 2950
- Registered since
- July 31, 1960
- Website
- www.dornco.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.26%
- Individuals17.52%
- Charitable Organizations1.21%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dorn & Co, Inc. is a Minnesota-based, privately owned corporate advisory and brokerage operation that serves both individual/family and institutional clients. The firm operates as a broker-dealer, registered representative of a broker-dealer and an insurance broker, while also offering advisory services focused on portfolio management for individuals and small businesses and the selection of other advisers. It bills clients on a percentage-of-AUM basis and functions as a capital allocator that places client assets with third-party managers when appropriate. The firm reports that environmental, social and governance (ESG) integration is not a stated focus.
Assets & Accounts
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities30%
- US Government Bonds8%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Matthew Dorn
President, Financial AdvisorCRD 2658460

Bonita Denzel
Senior Vice PresidentCRD 1082205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 601 Carlson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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