Dallin
Sorensen

Mutual Advisors, LLC

CRD#7548312
Investment Advisor
in Los Angeles, CA

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About this Advisor

Dallin Sorensen is a financial advisor based in Los Angeles, California, working with Mutual Advisors, LLC. Dallin has previously held positions at Castle Rock Construction, Clayton Valley Charter High School, Diane Adair Daycare Centers, Brigham Young University Idaho, Legacy Private Wealth Advisors, Ironwood Insights, The Occasions Group, H & R Block, Mutual Advisors LLC., Dba Del Rey Capital Management, and Diablo View Middle School. Dallin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Dallin is part of Mutual Advisors, LLC, which operates out of Los Angeles, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3415 S Sepulveda Blvd. 11Th Floor
Los Angeles, CA 90034

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

CA Average: $1,978,216,465
Total Number of Employees

255

CA Average: 226
Total Number of Accounts

20,381

CA Average: 7,467
Average Account Size

$340,863

CA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Dallin Sorensen Work History

2023 - Present (1 year)

Mutual Advisors LLC., Dba Del Rey Capital Management

2020 - Present (4 years)

Brigham Young University Idaho

2022 - 2022 (< 1 year)

Brigham Young University Idaho

2022 - 2022 (< 1 year)

Legacy Private Wealth Advisors

2022 - 2022 (< 1 year)

Ironwood Insights

2022 - 2022 (< 1 year)

The Occasions Group

2022 - 2023 (1 year)

H & R Block

2019 - 2020 (1 year)

Diane Adair Daycare Centers

2018 - 2018 (< 1 year)

Castle Rock Construction

2016 - 2020 (4 years)

Clayton Valley Charter High School

2013 - 2016 (3 years)

Diablo View Middle School

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Disclosures

Please visit the SEC profile of Dallin Sorensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mutual Advisors, LLC

Jeffrey Fox
Chesterfield, MO
Mark Garcia
Sweetwater, TX
Christopher Wise
Kingwood, TX
James Mulzer
Colorado Springs, CO
Trevor Cross
Scottsdale, AZ
Chad Opel
Edwardsville, IL
Lisa Oconnor
Camarillo, CA
Bradley Laninga
Allendale, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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