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CUSO Financial Services and Sorrento Pacific Financial

Finance · California, United States · 670 Employees

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About

Headquarters

10150 Meanley Dr Fl 1, San Diego, California, 9...

Phone Number

(800) 686-4724

Revenue

$345.4 Million

Industry

Investment Banking Finance

Who is CUSO Financial Services and Sorrento Pacific Financial

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to financial institutions throughout the country, with billions in assets under administration. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisors with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.Read more

CUSO Financial Services and Sorrento Pacific Financial's Social MediaPopular SearchesCuso Financial Services LPSorrento Pacific Financial LLCCUSO Mortgage IncCuso Financial Services IncCuso Management Group IncSIC Code 61,615NAICS Code 52,523Show more

CUSO Financial Services and Sorrento Pacific Financial Org Chart

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Peter Vonk

Chief Compliance Officer

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CUSO Financial Services and Sorrento Pacific Financial Company Metrics

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Acquisitions & Subsidiaries

Sep 03, 2021

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Jul 15, 2021

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Jul 15, 2021

NEXT Financial Group

Aug 27, 2020

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May 05, 2018

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Aug 17, 2017

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CUSO Financial Services and Sorrento Pacific Financial Tech Stack

A closer look at the technologies used by CUSO Financial Services and Sorrento Pacific Financial

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CUSO Financial Services and Sorrento Pacific Financial News & Media

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Frequently Asked Questions regarding CUSO Financial Services and Sorrento Pacific Financial

Where is CUSO Financial Services and Sorrento Pacific Financial located?
CUSO Financial Services and Sorrento Pacific Financial's headquarters are located at 10150 Meanley Dr Fl 1, San Diego, California, 92131, United States
What is CUSO Financial Services and Sorrento Pacific Financial's phone number?
CUSO Financial Services and Sorrento Pacific Financial's phone number is (800) 686-4724
What is CUSO Financial Services and Sorrento Pacific Financial's official website?
CUSO Financial Services and Sorrento Pacific Financial's official website is www.cusonet.com
What is CUSO Financial Services and Sorrento Pacific Financial's Revenue?
CUSO Financial Services and Sorrento Pacific Financial's revenue is $345.4 Million
What is CUSO Financial Services and Sorrento Pacific Financial's SIC code?
CUSO Financial Services and Sorrento Pacific Financial's SIC: 61,615
What is CUSO Financial Services and Sorrento Pacific Financial's NAICS code?
CUSO Financial Services and Sorrento Pacific Financial's NAICS: 52,523
How many employees does CUSO Financial Services and Sorrento Pacific Financial have?
CUSO Financial Services and Sorrento Pacific Financial has 670 employees
What industry does CUSO Financial Services and Sorrento Pacific Financial belong to?
CUSO Financial Services and Sorrento Pacific Financial is in the industry of: Investment Banking, Finance
What is CUSO Financial Services and Sorrento Pacific Financial competition?
CUSO Financial Services and Sorrento Pacific Financial top competitors include: Investment Planners Inc, Davenport & Company LLC, The Lincoln Investment Companies, Cetera Advisor Networks LLC
What companies has CUSO Financial Services and Sorrento Pacific Financial acquired?
CUSO Financial Services and Sorrento Pacific Financial has acquired the companies: Grove Point Financial, Hafey, Rover & Beck, NEXT Financial Group, INVEST Financial Corporation
What technology does CUSO Financial Services and Sorrento Pacific Financial use?
Some of the popular technologies that CUSO Financial Services and Sorrento Pacific Financial uses are: DocuSign, Microsoft Dynamics 365 Business Central, HubSpot Form Builder, Facebook Workplace
How do I contact CUSO Financial Services and Sorrento Pacific Financial?
CUSO Financial Services and Sorrento Pacific Financial contact info: Phone number: (800) 686-4724 Website: www.cusonet.com
What does CUSO Financial Services and Sorrento Pacific Financial do?

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to financial institutions throu... ghout the country, with billions in assets under administration. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisors with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.Read More

What are CUSO Financial Services and Sorrento Pacific Financial social media links?
CUSO Financial Services and Sorrento Pacific Financial Linkedin page CUSO Financial Services and Sorrento Pacific Financial Twitter page CUSO Financial Services and Sorrento Pacific Financial Facebook page
Is CUSO Financial Services and Sorrento Pacific Financial a public company?
CUSO Financial Services and Sorrento Pacific Financial is private company therefore does not currently have an official ticker symbol
See more information about CUSO Financial Services and Sorrento Pacific Financial

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