Sortino Investment Analytics

Sortino Investment Analytics (CRD# 287491) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.essentialreturns.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sortino Investment Analytics
Showing 1 - 1 of 1 top financial advisors.
1
James Kaffen, financial advisor San Juan Capistrano CA
James P. Kaffen
CRD#: 841929
San Juan Capistrano, CA

James Kaffen (CRD# 841929) is an Investment Advisor Representative working at Sortino Investment Analytics in San Juan Capistrano, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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