SORENSON IMPACT ADVISORY
Salt Lake City, United States · CRD 324124
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$255.1m
- Main clients (by assets)Charities 83%, High net worth individuals 17%
- Form ADV · 2026-03-26SEC adviser record
- Kindinstitutions
- Others nearbySalt Lake City, UT
As an employer
- Staff (Form ADV)5 · 2 in investment roles
- Offices in1 country