Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $172,937,760 in 800 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management173MILLION
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Total Number of Accounts800ACCOUNTS
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Average Account Value$216,172
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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