Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $192,507,423 in 876 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management193MILLION
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Total Number of Accounts876ACCOUNTS
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Average Account Value$219,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Kimberly Martin (CRD# 4408374) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Edward Montagna (CRD# 2239081) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 31 years of experience in the finance industry.
Adam Nieto (CRD# 1993777) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fremont, CA and has over 31 years of experience in the finance industry.
Michael Pugliese (CRD# 1183060) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Dedham, MA and has over 37 years of experience in the finance industry.
Michael Schwenker (CRD# 2312288) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Burlington, IA and has over 29 years of experience in the finance industry.
Frank Smith (CRD# 3156945) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Vacherie, LA and has over 8 years of experience in the finance industry.
Ethan Triche (CRD# 6102796) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Vacherie, LA and has over 4 years of experience in the finance industry.