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James Luke Sorenson

WEST RIM CAPITAL ASSOCIATES II, L.P.·LEHI, Utah
Clean recordWEST RIM CAPITAL ASSOCIATES II, L.P.
2801 NORTH THANKSGIVING WAY, LEHI, UT 84043CRD# 5418604Firm CRD# 145085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Luke Sorenson · LEHI, UT
Registration
CRD #5418604 · WEST RIM CAPITAL ASSOCIATES II, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Luke Sorenson is a registered financial advisor based in LEHI, Utah, affiliated with WEST RIM CAPITAL ASSOCIATES II, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WEST RIM CAPITAL ASSOCIATES II, L.P.
WEST RIM CAPITAL ASSOCIATES II, L.P.
AUM
$1.6B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at WEST RIM CAPITAL ASSOCIATES II, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5418604
Firm CRD# 145085
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Luke Sorenson offer?
James Luke Sorenson specializes in Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are James Luke Sorenson's credentials?
James Luke Sorenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Luke Sorenson located?
James Luke Sorenson is based in LEHI, Utah, working with WEST RIM CAPITAL ASSOCIATES II, L.P.. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does James Luke Sorenson charge for services?
James Luke 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 WEST RIM CAPITAL ASSOCIATES II, L.P.?
WEST RIM CAPITAL ASSOCIATES II, L.P. has approximately 29 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEST RIM CAPITAL ASSOCIATES II, L.P.

Curtis Robert Toone
LEHI, UT
Larry Thomas Pierce
LEHI, UT
Brady Reed Broadbent
LEHI, UT
Brian E Dunn
LEHI, UT
Burke Martin Davis
LEHI, UT
David Fraser Bullock
LEHI, UT

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