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Marcella Louise Toronto

SORENSON IMPACT ADVISORY, LLC·SALT LAKE CITY, Utah
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6330 S 3000 E - SUITE 630, SALT LAKE CITY, UT 84121CRD# 6865724Firm CRD# 324124
01

About

Marcella Louise Toronto is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with SORENSON IMPACT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SORENSON IMPACT ADVISORY, LLC
SORENSON IMPACT
AUM
$225M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SORENSON IMPACT ADVISORY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6865724
Firm CRD# 324124
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcella Louise Toronto offer?
Marcella Louise Toronto specializes in Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Marcella Louise Toronto's credentials?
Marcella Louise Toronto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcella Louise Toronto located?
Marcella Louise Toronto is based in SALT LAKE CITY, Utah, working with SORENSON IMPACT ADVISORY, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Marcella Louise Toronto charge for services?
Marcella Louise Toronto's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SORENSON IMPACT ADVISORY, LLC?
SORENSON IMPACT ADVISORY, LLC has approximately 4 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lauren Jane Sercu
SALT LAKE CITY, UT

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