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Sorenson Partners, LLC (Lehi)


Sorenson Partners, LLC is a large advisory firm based in Lehi. It manages $68.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Utah.

Sorenson Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sorenson Partners: assets under management

The assets under management (AUM) of Sorenson Partners, LLC is $68.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $68.09 million each.
Sorenson Partners has custody of $46.59 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sorenson Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Fraser Bullock Member, manager 1 Jan 2003 25% - 50% 4624233
Richard Franklin Lawson Member, manager 1 Jan 2003 25% - 50% 2378822
Ronald Paul Mika Member, manager 1 Jan 2003 25% - 50% 4624235
Jon Steven Young Member, manager 1 Jan 2003 25% - 50% 4624234
Gary Lamar Crocker Member 1 Jan 2003 50% - 75% 4629649
James Lee Sorenson Member 1 Jan 2003 50% - 75% 4629650

Based in Lehi

The principal office where Sorenson Partners, LLC performs its advisory services is located at 3400 N. Ashton Blvd., Lehi, UT 84043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-407-8407 or by fax 801-407-8417. The normal business hours are 8:00-5:00 on Monday - Friday.


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