SORINSKY & ASSOCIATES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NORTHBROOK, Illinois
CRD number
156629
Fee structure
Other

Firm profile

FINTRX

Overview

Sorinsky & Associates, Inc. operates as a corporate entity whose primary business activity is accounting rather than traditional discretionary investment management. The firm is classified as unclassified and is owned by an individual; its public profile does not show active capital allocation activity or participation as a multi-state advisory platform. Fee arrangements are listed as "Other," and advisory activities are not detailed, which suggests the firm’s client work is oriented toward accounting and related services rather than running pooled or discretionary investment portfolios. The firm is not flagged as an active ESG investor, is not a pension consultant, and does not appear to be a related adviser to a larger advisory group.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • STUART SORINSKY

    Certified Public AccountantCRD 4455377

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTHBROOK, IL

COOK

Location

NORTHBROOK, IL

Headquartered in NORTHBROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
3340 Dundee Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth