SORENSEN FINANCIAL MANAGEMENT

RIASEC Registered
Total AUM
$17.6M
Discretionary
$17.6M
100% of AUM
Avg account
$517K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
DENVER, Colorado
CRD number
113297
Fee structure
Percentage of AUM
Client types
  • Individuals69.46%
  • HNWI30.54%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Sorensen Financial Management is an independent registered investment adviser operating as a limited liability company that serves individual and family clients on a fee‑for‑assets basis. The firm leans toward conservative, income‑oriented portfolios with a clear preference for fixed‑income instruments; investment‑grade corporate bonds form the core of client allocations. Core services include financial planning, discretionary portfolio management for individuals and small businesses, and producing periodic publications or newsletters to clients. Sorensen Financial Management is not an active ESG investor and does not report multi‑state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 65%, Cash & Cash Equivalents 34%, Exchange Traded Equities 1%65%
  • Investment Grade Corp Bonds65%
  • Cash & Cash Equivalents34%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • CHRISTOPHER REDMON

    Owner, PresidentCRD 7050456

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1295 Race St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth