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SORSBY FINANCIAL CORP
SORSBY FINANCIAL CORP.
CRD 39437 · SEC 801-65995
4851 BONITA BAY BLVD, SUITE 701, BONITA SPRINGS, FL, 34134, United States
Phone
312-751-0469
Fax
312-751-8125
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 33 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)NON-PENSION CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $6.6M |
| High net worth individuals | 10 | $14.4M |
All web addresses on file
Official SEC filing: View on IAPD