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SOESBE FINANCIAL
SOESBE FINANCIAL LLC
CRD 307384
5290 ELVAS AVE, SACRAMENTO, CA, 95819, United States
Phone
(916) 587-5100
Fax
916-218-6262
Registration
— (—)
Source
State registered
Total AUM
$84.4M
Discretionary AUM
$84.4M
Team
3 total employees; 1 advisory reps; 54 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.7M |
| High net worth individuals | 26 | $76.2M |
| Charitable organizations | 1 | $354K |
| Corporations/business entities | 1 | $52K |
All web addresses on file
Official SEC filing: View on IAPD