Sorenson Investments

Sorenson Investments (CRD# 144399) is a financial advisory firm headquartered in , . They manage $8,454,606 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $281,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Sorenson Investments
Showing 1 - 1 of 1 top financial advisors.
1
Larry D. Sorenson
CRD#: 5365851
Parma, ID
93
Wealthminder
score

Larry Sorenson (CRD# 5365851) is an Investment Advisor Representative working at Sorenson Investments in Parma, ID and has over 9 years of experience in the finance industry.

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