Soesbe Financial

Soesbe Financial (CRD# 307384) is a financial advisory firm headquartered in Sacramento, CA. They manage $48,910,235 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5250 Elvas Ave, Sacramento, CA 95819
https://soesbefinancial.com/
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $452,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Soesbe Financial
Showing 1 - 1 of 1 top financial advisors.
1
Susan Soesbe, financial advisor Sacramento CA
Susan K. Soesbe
CRD#: 5014944
5250 Elvas Ave, Sacramento, CA 95819

Susan Soesbe (CRD# 5014944) is an Investment Advisor Representative working at Soesbe Financial in Sacramento, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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