Sorfis Investments, LLC

Sorfis Investments, LLC (CRD# 300363) is a financial advisory firm headquartered in Chardon, OH. They manage $27,498,648 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
831 South Street, Chardon, OH 44024
https://valueinvestingworld.substack.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $305,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, OH

Financial Advisors at Sorfis Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Koster, financial advisor Chardon OH
Joseph T. Koster
CRD#: 4866651
831 South Street, Chardon, OH 44024

Joseph Koster (CRD# 4866651) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has over 5 years of experience in the finance industry.

2
Samuel Difiore, financial advisor Charlotte NC
Samuel E. Difiore
CRD#: 7694749
Charlotte, NC

Samuel Difiore (CRD# 7694749) is an Investment Advisor Representative working at Sorfis Investments, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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