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).
Total Assets Under Management32MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$188,059
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patricia Sorensen (CRD# 1201285) is an Investment Advisor Representative working at Sorensen Financial Management in Evergreen, CO and has over 33 years of experience in the finance industry.