Kenneth
Sorosky
True Capital Management
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About this Advisor
Kenneth Sorosky is a financial advisor based out of San Francisco, California with 10 years of relevant experience. Sorosky currently works for True Capital Management. They have been employed by True Capital Management for their total career. Sorosky holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. True Capital Management is a registered investment company that has its headquarters in San Francisco, CA. The investment advisory business has offices in five locations and a total of 37 people on staff. It controls $2 billion in assets under management between its 431 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 431 client accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. True Capital Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the services provided. Fees charged by True Capital Management may include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Capital Management Brokerage Details
$1,593,766,022
37
431
$3,697,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Kenneth Sorosky Work History
Kenneth has been registered as a financial advisor for 10 years.*
True Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Sorosky 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 True Capital Management
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Nashville, TN
San Francisco, CA
San Francisco, CA
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