SORENSON IMPACT ADVISORY
Salt Lake City, UT
AUM
$255.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
Filter by name, location, or specialty. All data from public SEC filings.
325 advisers found
Salt Lake City, UT
AUM
$255.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-877-0915
Midvale, UT
AUM
$247.7M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE
801-545-8706
AUM
$246.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(801) 701-2345
Park City, UT
AUM
$244.7M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-228-2875
Salt Lake City, UT
AUM
$240.7M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
801-532-0505
Midvale, UT
AUM
$239.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-545-8706
Lehi, UT
AUM
$234.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
801-216-8850
Midvale, UT
AUM
$217.5M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-290-3201
Park City, UT
AUM
$214.1M
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
435-269-4100
Alpine, UT
AUM
$212.0M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-216-4811
Salt Lake City, UT
AUM
$210.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-351-0200
Murray, UT
AUM
$204.0M
Team
8 advisors
Clients
0
Fees
Percentage of AUM
844-838-6600
Lehi, UT
AUM
$198.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
720-449-3656
St.. George, UT
AUM
$184.7M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-673-6350
Salt Lake City, UT
AUM
$179.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(385) 500-4894
St.. George, UT
AUM
$177.2M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
435-634-9008
Salt Lake City, UT
AUM
$177.1M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
8019929783
Salt Lake City, UT
AUM
$174.8M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
385-355-4455
Park City, UT
AUM
$174.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
706-372-4218
Lehi, UT
AUM
$161.0M
Team
6 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES)
801-608-2856
Draper, UT
AUM
$160.8M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
801-994-4777
AUM
$158.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
Logan, UT
AUM
$158.0M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
435-752-8484
Provo, UT
AUM
$153.4M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-375-2500