Sarkor Financial Advisors
RIASEC Registered
Total AUM
$1.2M
Discretionary
$607K
49% of AUM
Avg account
$54.2K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330176
- Website
- sarkorfinancialadvisors.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.29%
- Individuals48.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sarkor Financial Advisors is an independent, individually owned RIA organized as an LLC that focuses on advice for individuals and families. The firm acts as a capital allocator and offers a mix of billing methods—percentage of AUM, hourly, and fixed fees—allowing flexibility across client engagements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. The firm also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents40%
- Non-Exchange Traded Equities6%
- Public Funds/Mutual Funds4%
Contacts
1 of 1
Denise Sarkor
Founding PrincipalCRD 4980699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations