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- Custodian
- Charles Schwab & Company · Merrill Lynch · RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-1996
- Office Locations
- 1
Office Locations
About Sorsby Financial Corp.
Sorsby Financial Corp. is an Illinois-registered broker-dealer and state-registered RIA providing asset management and investment advice to individual investors, as well as retirement, trust, and corporate clients. Portfolios are offered via consultative or discretionary managed accounts, and the firm also manages a hedge fund for qualified investors. Founded by Charles C. Sorsby, a former Merrill Lynch SVP.
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Owner & Executives
CHARLES CAWTHON SORSBY
Investment Advisor, President
- CRD
- #809318
- Ownership
- 75% or more
WHITNEY ANASTASIA BROM
Chief Executive Officer, Finop
- CRD
- #5259691
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,005,636 | -- |
| Total | $21,005,636 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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