Sorfis Investments, LLC
Sorfis Investments, LLC (CRD# 300363) is a financial advisory firm headquartered in Chardon, OH. They manage $27,498,648 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$305,541
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, OH
Financial Advisors at Sorfis Investments, LLC
1
Joseph Koster (CRD# 4866651) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has over 5 years of experience in the finance industry.
2
Samuel Difiore (CRD# 7694749) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.