Sorensen Financial Management
Sorensen Financial Management (CRD# 113297) is a financial advisory firm headquartered in Aurora, CO. They manage $14,262,811 in 36 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sorensen Financial Management
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$396,189
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Sorensen Financial Management
1
Patricia Sorensen (CRD# 1201285) is an Investment Advisor Representative working at Sorensen Financial Management in Evergreen, CO and has over 39 years of experience in the finance industry.
2
Christopher Redmon (CRD# 7050456) is an Investment Advisor Representative working at Sorensen Financial Management in Aurora, CO and has over 4 years of experience in the finance industry.
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