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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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