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SORENSON IMPACT ADVISORY, LLC
SORENSON IMPACT ADVISORY, LLC
SORENSON IMPACT
SALT LAKE CITY, Utah
·
2 registered advisors
·
CRD# 324124
SEC# 801-127087
0
801-877-0915
01
Firm Overview
AUM
$225M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at SORENSON IMPACT ADVISORY, LLC
2 registered advisors
Lauren Jane Sercu
SALT LAKE CITY, Utah
CRD# 6887660
Marcella Louise Toronto
SALT LAKE CITY, Utah
CRD# 6865724
05
Office Locations
SALT LAKE CITY, Utah
2 advisors
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Data sourced from SEC Form ADV filings. SORENSON IMPACT ADVISORY, LLC (CRD# 324124) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.