SORENSON PARTNERS, LLC
CRD #124768 SEC #801-61780 LEHI, UT 801-407-8407
SEC Registered
Total AUM
$193.9M
Discretionary
$193.9M
Employees
--
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $68.1M | $68.1M | $0 | -- | -- |
| Mar 2010 | $111.5M | $111.5M | $0 | -- | -- |
| Mar 2009 | $193.9M | $193.9M | $0 | -- | -- |
| Mar 2007 | $265M | $265M | $0 | -- | -- |
| Mar 2006 | $260.5M | $260.5M | $0 | -- | -- |
| Apr 2004 | $233.8M | $233.8M | $0 | -- | -- |
| Oct 2003 | $91.4M | $91.4M | $0 | -- | -- |
DateMar 2011
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees--
Clients--