This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2019
- Office Locations
- 2
Office Locations
About Sorfis Investments, LLC
Sorfis Investments provides holistic financial life planning, retirement and tax planning, and long-term investment management through separately managed portfolios tailored to client risk tolerance. Portfolios are led by Joe Koster (ChFC, RLP), a 20+ year investment and wealth management professional and editor of the Value Investing World Newsletter; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH THOMAS KOSTER
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #4866651
- Ownership
- 50% but less than 75%
Theresa Grace Pfiester
Client Service Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Samuel Ernest DiFiore
--
- CRD
- #7694749
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,885,996 | -- |
| Non-Discretionary | $3,343,016 | -- |
| Total | $35,229,012 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing