SOESBE FINANCIAL

SOESBE FINANCIAL of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 307384). Regulatory assets under management: $84.4M.

Registration

• CRD: 307384
• Type: Registered investment adviser
• Location: 5290 ELVAS AVE, SACRAMENTO, CA, 95819
• Phone: (916) 587-5100
• Latest filing: 2026-02-25
• Regulatory AUM: $84.4M
• Discretionary AUM: $84.4M
• Clients: 3
• Accounts: 142

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307384 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search