Sorsby Financial Corp

Sorsby Financial Corp (CRD# 39437) is a financial advisory firm headquartered in Chicago, IL. They manage $4,598,068 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $209,003
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Sorsby Financial Corp
Showing 1 - 2 of 2 top financial advisors.
1
Charles C. Sorsby
CRD#: 809318
Bonita Springs, FL
48
Wealthminder
score

Charles Sorsby (CRD# 809318) is an Investment Advisor Representative working at Sorsby Financial Corp in Bonita Springs, FL and has over 37 years of experience in the finance industry.

2
Christopher R. Wurtzinger
CRD#: 1921024
676 N Michigan Ave, Suite 3605, Chicago, IL 60611
48
Wealthminder
score

Christopher Wurtzinger (CRD# 1921024) is an Investment Advisor Representative working at Sorsby Financial Corp in Chicago, IL and has over 23 years of experience in the finance industry.

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