Sortino Advisory Partners, LLC

Sortino Advisory Partners, LLC (CRD# 170922) is a financial advisory firm headquartered in Louisville, KY. They manage $130,611,967 in 458 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $285,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, IN, KY, MI

Financial Advisors at Sortino Advisory Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen A. Heitz
CRD#: 4746531
401 South 4th Avenue, Suite 910, Louisville, KY 40202
93
Wealthminder
score

Stephen Heitz (CRD# 4746531) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 12 years of experience in the finance industry.

2
Daniel J. Hutcherson
CRD#: 3221907
401 South 4th Avenue, Suite 910, Louisville, KY 40202
93
Wealthminder
score

Daniel Hutcherson (CRD# 3221907) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 17 years of experience in the finance industry.

3
Kevin N. Maynard
CRD#: 5994921
401 South 4th Avenue, Suite 910, Louisville, KY 40202
93
Wealthminder
score

Kevin Maynard (CRD# 5994921) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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