Sorsby Financial Corp. is an adviser based in Chicago. It manages $19.57 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2006.
Sorsby Financial Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sorsby Financial Corp. is $19.57 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sorsby Financial Corp. for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Cawthon Sorsby has been acting as President since 1 Aug 1995. Linda Leigh Burney joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sorsby Financial Corp. performs its advisory services is located at 676 N Michigan Ave Ste 3140, Chicago, IL 60611 2848, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-751-0469 or by fax 312-751-8125. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.