Sorrento Pacific Financial, LLC

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Assets Under Management

$222.3M

Number of Clients

761

Number of Advisors

N/A

Average Client AUM

$292K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sorrento Pacific Financial (SPF) offers the Contour wrap fee program, providing investment advice through IARs and third-party strategists. The program includes various options like APM, FSP, SMA, and UMA, each with different investment strategies and minimum account sizes. Fees are based on a percentage of platform assets.

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

0 Advisors at this firm

No advisors found for this firm.