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SORENSEN FINANCIAL MANAGEMENT
SORENSEN FINANCIAL MANAGEMENT, LLC
CRD 113297
1295 RACE ST., APT. 306, DENVER, CO, 80206, United States
Phone
303-974-0793
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$17.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $12.2M |
| High net worth individuals | 6 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD