Sortino Advisory Partners

Finance · 1-10 Employees

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Overview

Phone Number

(502) 371-9850

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1

About Sortino Advisory Partners

We are proud to mark the one year anniversary of Sortino Advisory Partners, an independent registered investment adviser founded to serve investors and the fiduciaries who serve them with academic integrity, transparency and undivided loyalty. Over the past year the firm has grown to a seven-member team. Our investment professionals have an average of 20 years of experience and hold the investment industry's highest credentials. As an independent registered investment adviser, we embrace a fiduciary standard of care for clients, rapidly adopt academic and technological advancements, and fully evaluate and disclose the fees and expenses clients pay for their investments. Our advice is purely focused on the welfare of our clients and, unlike Wall Street firms affiliated with banks and product manufacturing departments, our compensation is transparent and earned solely from the clients we serve. Our firm and our process for managing investments were influenced by many great thinkers in thRead more
Sortino Advisory Partners's Social MediaPopular SearchesSortino Advisory Partners LLCAdvisory Partne Rs CorpAdvisory Partne Rs/ CorpAdvisory Partne Rs/Corp BiAdvisory PartnersSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sortino Advisory Partners

<$5M
1-10
Private
-
2014
N/A
<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
1-10
Private
-
2010
PF
Pat FairPartner, Wealth Advisor, Chief Compliance Officer, Cfp
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2010
MM
Mike McLainSenior Wealth Advisor & Director, Institutional Services
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sortino Advisory Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sortino Advisory Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sortino Advisory Partners.

Sortino Advisory Partners Tech Stack

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Frequently Asked Questions Regarding Sortino Advisory Partners

What is Sortino Advisory Partners's official website?
Sortino Advisory Partners's official website is www.sortinoadvisory.com
What is Sortino Advisory Partners's Revenue?
Sortino Advisory Partners's revenue is <$5 Million
What is Sortino Advisory Partners's SIC code?
Sortino Advisory Partners's SIC: 62,628
What is Sortino Advisory Partners's NAICS code?
Sortino Advisory Partners's NAICS: 52,523
How many employees does Sortino Advisory Partners have?
Sortino Advisory Partners has 1-10 employees
What industry does Sortino Advisory Partners belong to?
Sortino Advisory Partners is in the industry of: Finance, Securities Trading
What is Sortino Advisory Partners competition?
Sortino Advisory Partners top competitors include: Wealth Advisory Services, Southbridge Advisors, Furlong Investment Solutions, Focus Financial Network
What companies has Sortino Advisory Partners acquired?
Sortino Advisory Partners has acquired the companies: Orion Capital Management, Kingston Wealth Management Group, Paragon Advisors, Sortino Advisory Partners
What technology does Sortino Advisory Partners use?
Some of the popular technologies that Sortino Advisory Partners uses are: Proofpoint, Microsoft 365, F5 BIG-IP Platform, GoDaddy DNS
How do I contact Sortino Advisory Partners?
Sortino Advisory Partners contact info: Phone number: (502) 371-9850 Website: www.sortinoadvisory.com
What does Sortino Advisory Partners do?

We are proud to mark the one year anniversary of Sortino Advisory Partners, an independent registered investment adviser founded to serve investors and the fiduciaries who serve them with academic integrity, transparency and undivided loyalty. Over the past year the firm has grown to a seven-member team. Our investment professionals have an average... of 20 years of experience and hold the investment industry's highest credentials. As an independent registered investment adviser, we embrace a fiduciary standard of care for clients, rapidly adopt academic and technological advancements, and fully evaluate and disclose the fees and expenses clients pay for their investments. Our advice is purely focused on the welfare of our clients and, unlike Wall Street firms affiliated with banks and product manufacturing departments, our compensation is transparent and earned solely from the clients we serve. Our firm and our process for managing investments were influenced by many great thinkers in the field of finance. The most influential, Dr. Frank Sortino, is one of the fathers of modern finance and the architect of Post-Modern Portfolio Theory. His work synthesized and advanced the ground-breaking work of other academic luminaries, including several recipients of the Nobel Prize in economics. Dr. Sortino's investor-focused values are in close alignment with our own, and his philosophy of defining the primary risk for investors as the risk of not achieving the returns needed to fund their financial goals distinguishes both his work and ours. We share a belief in the universal right to retire with financial dignity. We believe clients deserve to work with financial professionals who are required to do what is BEST for their clients, rather than what is merely suitable. We believe un-conflicted advice and an academic approach are essential elements investors must demand from their advisors. We believe in providing transparency and prudence with respect to fees and expenses. And we believe financial outcomes are ...Read More

What are Sortino Advisory Partners social media links?
Sortino Advisory Partners Linkedin page
Is Sortino Advisory Partners a public company?
Sortino Advisory Partners is private company therefore does not currently have an official ticker symbol
See more information about Sortino Advisory Partners

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