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Sorsby Financial Corp.

Headquartered in CHICAGO, IL

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Firm Information

Sorsby Financial Corp. is a corporation registered with the SEC and in 10 states. Founded in 1995, the firm offers portfolio management services for individuals and pooled investment vehicles. The firm manages approximately $5.7 million in assets for 26 accounts. Their client base includes high-net-worth individuals and other individuals.

Sorsby Financial Corp.

$5.68M

Assets Under Management

65

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

SORSBY FINANCIAL CORP. has a total of 3 branch locations across the country.
location

CHICAGO, IL

location

HOUSTON, TX

location

Bonita Springs, FL

Advisors at Sorsby Financial Corp.

View All 2 Advisors
Unclaimed
Whitney Anastasia Brom

CHICAGO, IL

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Unclaimed
Charles Cawthon Sorsby

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Sorsby Financial Corp..

Frequently Asked Questions (10)

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