SORTIS FUND MANAGER, LLC

240 Se 2nd Avenue, Suite 200
Portland, Oregon 97214
Tel: 503-512-5432

About SORTIS FUND MANAGER, LLC

SORTIS FUND MANAGER, LLC, formally registered with the SEC as SORTIS FUND MANAGER, LLC. The firm was established in 01/19/2022. They have over 1 offices throughout the country.

SORTIS FUND MANAGER, LLC is a Portland, Oregon based Financial Planning firm with nearly $196,458,908 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315584
SEC#	801-123077
Assets Managed by Firm	$196,458,908
No. of Clients	6
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$196,458,908

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