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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Soesbe Financial
Soesbe Financial is a Sacramento, CA fee-only fiduciary RIA led by CFP Susan Soesbe. The firm delivers investment management and comprehensive planning, including an Integrated Management Service that can combine portfolio management, planning, and tax preparation for qualifying clients, plus fixed-fee plans and hourly follow-up advice. Client focus includes mature women and the LGBTQ community, supported by an eMoney client portal with reporting and a secure document vault; custody via Schwab.
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Owner & Executives
SUSAN KRISTINE SOESBE
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #5014944
- Ownership
- 50% but less than 75%
Elena Falken
Financial Planner, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,352,262 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,352,262 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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