1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SORTINO INVESTMENT ADVISORS, LLC

Map pin
Phone949-481-5051
NotebookSEC #801-70052
Total AUM
$299.3M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
949-481-5051

ReceiptFinancials

Total AUM
$299.3M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$299.3M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION STRATEGIES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account