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SORRENTO PACIFIC FINANCIAL, LLC
SORRENTO PACIFIC FINANCIAL, LLC
SAN DIEGO, California
·
7 registered advisors
·
CRD# 127787
SEC# 801-70354
28
800-686-4724
01
Firm Overview
AUM
$193M
Regulatory assets under management
Employees
256
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SORRENTO PACIFIC FINANCIAL, LLC
7 registered advisors
Amelia Hardwick Beattie
SAN DIEGO, California
CRD# 712411
Daniel Joseph Kilroy
SAN DIEGO, California
CRD# 2022798
Erik Jason Canedy
SAN DIEGO, California
CRD# 4841685
Keith Edward Dilloway
SAN DIEGO, California
CRD# 2524985
Lizbeth Dawn Berg
SAN DIEGO, California
CRD# 1035521
Mary Jo Unland
SAN DIEGO, California
CRD# 1035028
Richard Stewart Dahl
SAN DIEGO, California
CRD# 1080878
05
Office Locations
SAN DIEGO, California
7 advisors
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Data sourced from SEC Form ADV filings. SORRENTO PACIFIC FINANCIAL, LLC (CRD# 127787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.