Sorenson Impact Advisory

Who works here

• CJ
  Courtney Lavin Joyner
• JM
  John Duffield Meyercord
• KV
  Kristin Marie Viola
• LS
  Lauren Jane Sercu

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Sorenson Impact Advisory

Legal name: Sorenson Impact Advisory, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

324124