SORRENTO PACIFIC FINANCIAL, LLC

Tel: 800-686-4724 10150 Meanley Drive 1st Floor San Diego, California 92131

About SORRENTO PACIFIC FINANCIAL, LLC

SORRENTO PACIFIC FINANCIAL, LLC is a San Diego, California based financial advisory firm with nearly $192,507,423 in assets under management and provides investment advisory services for 876 clients. There are currently 256 financial advisors at the firm.

General Information

Firm CRD#:

127787

Firm SEC#:

801-70354

Assets Under Management:

$192,507,423

No. of Clients:

876

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

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