SORFIS INVESTMENTS, LLC

CRD 300363

155 MAIN ST, CHARDON, OH, 44024, United States

Phone

(440) 696-0130

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$35.2M

Discretionary AUM

$31.9M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	24	$10.6M
High net worth individuals	17	$24.6M
Corporations/business entities	1	$214

Official SEC filing: View on IAPD