CUSO Financial Services & Sorrento Pacific Financial - Ownership and Business Overview

Business ServicesCompany

CUSO Financial Services & Sorrento Pacific Financial Ownership

Who owns CUSO Financial Services & Sorrento Pacific Financial?

CUSO Financial Services & Sorrento Pacific Financial is owned by Atria Wealth Solutions. It was acquired on August 7, 2017.

CUSO Financial Services & Sorrento Pacific Financial Business Overview

Where is CUSO Financial Services & Sorrento Pacific Financial headquartered?

CUSO Financial Services & Sorrento Pacific Financial is headquartered in San Diego, California.

What sector is CUSO Financial Services & Sorrento Pacific Financial in?

CUSO Financial Services & Sorrento Pacific Financial is a business services company.

When was CUSO Financial Services & Sorrento Pacific Financial founded?

CUSO Financial Services & Sorrento Pacific Financial was founded in 1997.

Business Services M&A Summary in 2017

Out of 60 sectors in the Mergr database, business services ranked 4 in number of deals in 2017. The largest business services acquisition in 2017 was WS Atkins - which was acquired by SNC-Lavalin Group for $3.6B.

Join Mergr to view all 681 acquisitions of business services companies in 2017, including 114 acquisitions by private equity firms, and 567 by strategics.

CUSO Financial Services LP & Sorrento Pacific Financial LLC

10150 Meanley Dr,
San Diego, California 92131
United States,
(800) 686-4724
www.cusonet.com

CUSO Financial Services LP & Sorrento Pacific Financial LLC is a full-service, sister broker dealers provide customized investment and insurance solutions to over 200 financial institutions throughout the country, with over $30 billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for both individuals and business customers.


Company Summary

SECTOR

Business Services

Established

1997

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