Sorensen Financial Management

Sorensen Financial Management (CRD# 113297) is a financial advisory firm headquartered in Evergreen, CO. They manage $31,970,000 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $188,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Sorensen Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Patricia K. Sorensen
CRD#: 1201285
3082 Evergreen Parkway, Suite F, Evergreen, CO 80439
93
Wealthminder
score

Patricia Sorensen (CRD# 1201285) is an Investment Advisor Representative working at Sorensen Financial Management in Evergreen, CO and has over 32 years of experience in the finance industry.

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