Unclaimed Profile

Steven Paul Sorenson

CBRE CLARION SECURITIES LLC·RADNOR, Pennsylvania

CBRE CLARION SECURITIES LLC

201 KING OF PRUSSIA ROAD, RADNOR, PA 19087CRD# 870372Firm CRD# 106256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Paul Sorenson · RADNOR, PA

Registration

CRD #870372 · CBRE CLARION SECURITIES LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Steven Paul Sorenson is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with CBRE CLARION SECURITIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

AUM

$9.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 870372

Firm CRD# 106256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Paul Sorenson offer?

Steven Paul Sorenson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Steven Paul Sorenson's credentials?

Steven Paul Sorenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Paul Sorenson located?

Steven Paul Sorenson is based in RADNOR, Pennsylvania, working with CBRE CLARION SECURITIES LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Steven Paul Sorenson charge for services?

Steven Paul Sorenson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBRE CLARION SECURITIES LLC?

CBRE CLARION SECURITIES LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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