Overview
Assets Under Management: $127 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 212
Discretionary Accounts: 208
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 310688
Last Filing Date: 2024-02-29 00:00:00
Website: https://torreywealth.com