Unclaimed Profile

Jack Burton Sorensen

RIVANNA CAPITAL, LLC·CHARLOTTESVILLE, Virginia

Clean recordRIVANNA CAPITAL, LLC

600 PETER JEFFERSON PARKWAY, CHARLOTTESVILLE, VA 22911CRD# 1408926Firm CRD# 138718

Profile Verification

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

Identity

Jack Burton Sorensen · CHARLOTTESVILLE, VA

Registration

CRD #1408926 · RIVANNA CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jack Burton Sorensen is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with RIVANNA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

RIVANNA CAPITAL, LLC

AUM

$254M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIVANNA CAPITAL, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1408926

Firm CRD# 138718

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jack Burton Sorensen offer?

Jack Burton Sorensen specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Jack Burton Sorensen's credentials?

Jack Burton Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Burton Sorensen located?

Jack Burton Sorensen is based in CHARLOTTESVILLE, Virginia, working with RIVANNA CAPITAL, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Jack Burton Sorensen charge for services?

Jack Burton Sorensen'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 RIVANNA CAPITAL, LLC?

RIVANNA CAPITAL, LLC has approximately 6 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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