SORRENTO PACIFIC FINANCIAL, LLC

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

About SORRENTO PACIFIC FINANCIAL, LLC

SORRENTO PACIFIC FINANCIAL, LLC, formally registered with the SEC as SORRENTO PACIFIC FINANCIAL, LLC. The firm was established in 07/15/2009. They have over 29 offices throughout the country.

SORRENTO PACIFIC FINANCIAL, LLC is a San Diego, California based Financial Planning firm with nearly $192,507,423 assets under management, offering retirement planning & investment advisory services to 876 clients. The firm is staffed with 256 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127787
SEC#	801-70354
Assets Managed by Firm	$192,507,423
No. of Clients	876
No. of Advisors	256

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	876	$192,507,423
Individuals (other than high net worth individuals)	686	$144,959,473
High net worth individuals	25	$42,578,696
Charitable organizations	2	$165,789
Corporations or other businesses	7	$4,803,465

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