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Jenell Kim Wunsch

SORA INVESTORS LLC·BRYN MAWR, Pennsylvania
Clean recordSORA INVESTORS LLC
ONE TOWN PLACE, BRYN MAWR, PA 19010CRD# 5100176Firm CRD# 317257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jenell Kim Wunsch · BRYN MAWR, PA
Registration
CRD #5100176 · SORA INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jenell Kim Wunsch is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with SORA INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SORA INVESTORS LLC
SORA INVESTORS
AUM
$673M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SORA INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 5100176
Firm CRD# 317257
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jenell Kim Wunsch offer?
Jenell Kim Wunsch specializes in Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Jenell Kim Wunsch's credentials?
Jenell Kim Wunsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenell Kim Wunsch located?
Jenell Kim Wunsch is based in BRYN MAWR, Pennsylvania, working with SORA INVESTORS LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Jenell Kim Wunsch charge for services?
Jenell Kim Wunsch's firm is compensated through percentage of aum, performance-based fees, other: expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SORA INVESTORS LLC?
SORA INVESTORS LLC has approximately 8 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SORA INVESTORS LLC

Larry Yilei Ge
BRYN MAWR, PA
Samir Shah
BRYN MAWR, PA
William Christian Dauphinais
BRYN MAWR, PA

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Research
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