SORENSON IMPACT

6330 S 3000 E - Suite 630
Salt Lake City, Utah 84121
Tel: 801-877-0915

About SORENSON IMPACT

SORENSON IMPACT, formally registered with the SEC as SORENSON IMPACT. The firm was established in 01/03/2023. They have over 1 offices throughout the country.

SORENSON IMPACT is a Salt Lake City, Utah based Financial Planning firm with nearly $224,640,384 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324124
SEC#	801-127087
Assets Managed by Firm	$224,640,384
No. of Clients	5
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$224,640,384
High net worth individuals	2	$26,217,133
Charitable organizations	3	$198,423,251

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