DORVAL CORPORATION
DBA: DORVAL & CHORNE FINANCIAL ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $373.9M |
| Discretionary | $337.2M90% of AUM |
| Non-Discretionary | $36.6M |
| Client Accounts | 1,725 |
| Avg Account Size | $217K |
| Employees | 7 |
| Peak AUM | $373.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $374M | +21.2% | +21.2% | — | |
| Discretionary AUM | $337M | ||||
Key Metrics
| Total AUM | $373.9M |
| Discretionary | $337.2M |
| Employees | 7 |
| Client Accounts | 1725 |
| Client Range | More than 500 |
Contact & Location
Address
11242 86TH AVENUE NORTH
MAPLE GROVE MN 55369
Phone
612-436-3714
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$337M
90.2% of AUM
Non-Discretionary
$37M
9.8% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution