Sorenson Impact Advisory

Overview

Sorenson Impact Advisory is an independent registered investment adviser organized as a limited liability company. The firm acts as a capital allocator and manages portfolios for both individuals/families and institutional clients. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of third‑party advisers. Sorenson Impact Advisory reports using a percentage‑of‑AUM fee model and identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices