About this location
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.
Time in Business
No submission
Total Assets Under Management
$185,086,059
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
Advisors at This Location
Richard Dahl
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Craig Layman
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Valorie Seyfert
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James Dempsey
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Joe Haywood
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David Mc Clary
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Adam Nieto
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Leonard Ludovico
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John Potter
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Edward Montagna
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Robert Guldner
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Teresa Brock
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Rochelle Dungca Schreiber
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John Konikowski
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Kathryn Hooper
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Christopher Mccain
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Teresa Garrett
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Kimberly Martin
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Robert Holcomb
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Erik Canedy
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Doris Caramello
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Sean Meighan
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George Elias
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James Giordano
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Ricky Hoskins
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Monaye Nelson Morgan
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Adam Fernance
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