Financial Advisors at Sorrento Pacific Financial, Llc

Sorrento Pacific Financial, Llc

Sorrento Pacific Financial, Llc offers portfolio management for individuals and/or small businesses, financial planning services, pension consulting services, selection of other advisers and also performs business activities as insurance broker or agent, broker-dealer.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Fixed fees

A percentage of assets under management

Hourly charges

Fixed fees

A percentage of assets under management

Hourly charges

Operations

Insurance broker or agent

Broker-dealer

56

Branches

76

Employees

48

Investment Advisors

76

Employees

48

Investment Advisors

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Client Types

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98.9%

614

Account Overview

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