Sorensen Wealth Management, Inc. (West Lake Village)

Sorensen Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sorensen Wealth Management: assets under management

The assets under management (AUM) of Sorensen Wealth Management, Inc. is $16.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sorensen Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Lake Village

The principal office where Sorensen Wealth Management, Inc. performs its advisory services is located at 4055 East Thousand Oak Blvd, West Lake Village, CA 91362, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-379-9870 or by fax 805-379-9026. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.sorensenwealth.com.

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