Toro Financial Advisors

RIASEC Registered
Total AUM
$4.3M
Discretionary
$4.3M
100% of AUM
Avg account
$133K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
Winter Park, Florida
CRD number
332084
Website
torofa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals78.74%
  • HNWI21.26%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Toro Financial Advisors is a small, independent RIA organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and provides fee-based advice through a mix of percentage-of-AUM billing, hourly charges and other fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of third‑party advisers. The firm does not position itself as an ESG-focused manager and operates on a single-state basis.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 56%, Exchange Traded Equities 18%, Non-Investment Grade Corp Bonds 13%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%56%
  • Cash & Cash Equivalents56%
  • Exchange Traded Equities18%
  • Non-Investment Grade Corp Bonds13%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • David Petry

    CCOCRD 2638025

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
2335 Temple Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth