Martel Dorow, Inc. (Portsmouth)

Name: Martel Dorow, Inc.
Address: 500 Market Street, Unit 1 B, Portsmouth, NH, 03801
Telephone: 603-436-7809

Martel Dorow, Inc. is an adviser based in Portsmouth. It manages $47.76 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Maine, Massachusetts, and New Hampshire.

Martel Dorow provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Martel Dorow: assets under management

The assets under management (AUM) of Martel Dorow, Inc. is $47.76 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.26 million in discretionary accounts and $15.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martel Dorow, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portsmouth

The principal office where Martel Dorow, Inc. performs its advisory services is located at 500 Market Street, Unit 1 B, Portsmouth, NH 03801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-436-7809 or by fax 603-436-4760. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.marteldorow.com.

Martel Dorow, Inc. (Portsmouth)

Martel Dorow: assets under management

Fees & Commissions

Based in Portsmouth

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