Jacques
Soenens

Great Gable Wealth Management, LLC

CRD#2228974
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Jacques Soenens is a financial advisor based in Beverly Hills, California, working with Great Gable Wealth Management, LLC. Jacques has previously held positions at Great Gable Partners, Lp and Great Gable Advisors, LLC. Jacques has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jacques is part of Great Gable Wealth Management, LLC, which operates out of Beverly Hills, California. The firm has 1 office and 4 employees. The firm manages assets totaling $135.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Great Gable Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

315 S. Beverly Dr Suite 406
Beverly Hills, CA 90212

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Great Gable Wealth Management, LLC Brokerage Details

Total Assets Under Management

$135,828,182

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

225

CA Average: 3,727
Average Account Size

$603,681

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jacques Soenens Work History

2018 - Present (6 years)

Great Gable Advisors, LLC

2004 - Present (20 years)

Great Gable Partners, Lp

Disclosures

Please visit the SEC profile of Jacques Soenens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Gable Wealth Management, LLC

Damion Smith
Beverly Hills, CA
Amir Navab
Beverly Hills, CA
Jacques Soenens
Beverly Hills, CA

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