Sorrentino Asset Management Inc is a large advisory firm based in Naples. It manages $26 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.
Sorrentino Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sorrentino Asset Management Inc is $26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sorrentino Asset Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert John Sorrentino has been acting as President since 1 Jun 1998. Bruce Arthur Sammut joined the executive team most recently as the Managing Director.
The principal office where Sorrentino Asset Management Inc performs its advisory services is located at 1044 Castello Drive, Naples, FL 34103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-643-3051 or by fax 239-643-5296. The normal business hours are 8am-5pm on Monday - Friday.