SORENSON IMPACT ADVISORY, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 324124). Regulatory assets under management: $255.1M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Lauren Jane Sercu | PARTNER AND CIO; PARTNER, CIO, AND CCO | — |
| Andrew C Morales | CHIEF COMPLIANCE OFFICER | — |
| Sercu Lauren Jane | PARTNER AND CIO; PARTNER, CIO, AND CHIEF COMPLIANCE OFFICER | — |
| TORONTO MARCELLA LOUISE | CHIEF COMPLIANCE OFFICER | — |