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The Sorensen Advisory Group, LLC (The Villages)


The Sorensen Advisory Group, LLC is an adviser based in The Villages. It manages $69.25 million of regulatory assets for 860 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida and Kentucky.

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The Sorensen Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and sub-advisor to other advisers. 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 Sorensen Advisory Group: assets under management

The assets under management (AUM) of The Sorensen Advisory Group, LLC is $69.25 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $61.59 million in discretionary accounts and $7.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Sorensen Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in The Villages

The principal office where The Sorensen Advisory Group, LLC performs its advisory services is located at 1515 Buenos Aires Blvd, The Villages, FL 32159, 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 352-750-1637 or by fax 352-751-4598. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at royalfundmanagement.com.


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