Sorensen Financial Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sorensen Financial Management is an independent investment adviser that serves individuals, their trusts, estates and charitable organizations, as well as businesses and pension and profit-sharing plans. It provides portfolio management, investment advice and financial planning, and as of January 1, 2026 managed about $17.6 million across 34 accounts.
The firm relies principally on fundamental analysis and evaluation of company and industry life cycles to identify investments, and may implement both long- and short-term purchases tailored to each client's stated objectives. It typically obtains discretionary trading authority, performs quarterly reviews of accounts and annual performance analyses, and uses a qualified, independent custodian for client assets.
Distinctively for an independent adviser of this size, the firm distributes periodicals/newsletters and offers educational seminars or workshops in addition to one-on-one advisory services. It limits custody to client-authorized fee deductions, does not vote client proxies, and provides financial planning on an hourly or fixed-fee basis alongside its asset management services.
Client services
Expertise
Fee options
Varies based on services
0.25% - 1.0%
$125.00 per hour
Main office
1295 Race St., Apt. 306
Denver CO 80206
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Patricia K. Sorensen · Sorensen Financial Management · Sorensen Financial Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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