SORENSEN WEALTH MANAGEMENT, INC.
SORENSEN WEALTH MANAGEMENT, INC. of WEST LAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 154940). Regulatory assets under management: $16.2M.
Registration
- CRD: 154940
- SEC file number: 801-71828
- Type: Registered investment adviser
- Location: 4055 EAST THOUSAND OAK BLVD, SUITE 200, WEST LAKE VILLAGE, CA, 91362
- Phone: 805-379-9870
- Latest filing: 2011-04-14
- Regulatory AUM: $16.2M
- Discretionary AUM: $16.2M
- Clients: 1
- Accounts: 128
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SORENSEN SHANNON LANE | TRUSTEE | — |
| SORENSEN JEFFERY M INITIAL ONLY | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
More on this firm