Sortino Advisory Partners, LLC

Sortino Advisory Partners, LLC (CRD# 170922) is a financial advisory firm headquartered in Louisville, KY. They manage $211,567,288 in 368 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
401 South 4th Avenue, Suite 910, Louisville, KY 40202
http://www.sortinoadvisory.com
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $574,911
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
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 - 2 of 2 top financial advisors.
1
Stephen Heitz, financial advisor Louisville KY
Stephen A. Heitz
CRD#: 4746531
401 South 4th Avenue, Suite 910, Louisville, KY 40202

Stephen Heitz (CRD# 4746531) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 20 years of experience in the finance industry.

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

Daniel Hutcherson (CRD# 3221907) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 24 years 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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