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SORTINO ADVISORY PARTNERS, LLC

LOUISVILLE, KY · CRD 170922 · IAPD ↗ · sortinoadvisory.com · (502) 371-9850

$211.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — SORTINO ADVISORY PARTNERS, LLC (LOUISVILLE, KY) left the SEC roster (was $211.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.