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Building 2SORTINO ADVISORY PARTNERS, LLC

Map pinLOUISVILLE, KY
Phone(502) 371-9850
NotebookSEC #801-79582
Total AUM
$211.6M
Employees
2
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 SOUTH 4TH AVENUE
SUITE 910
LOUISVILLE
KY 40202
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(502) 371-9850

ReceiptFinancials

Total AUM
$211.6M
Accounts
368
Discretionary
$204.7M
Accounts
337
Non-Discretionary
$6.9M
Accounts
31

ContactClients

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Individual Clients
92
AUM
$25M
HNW Individual Clients
66
AUM
$175.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$8.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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