Torren Management, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 329263
- Registered since
- February 8, 2024
- Website
- torren.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.99%
- Charitable Organizations3.96%
- Corporations / Businesses2.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Torren Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Core advisory services are financial planning and portfolio management for individuals, small businesses, and larger institutional/business clients. Torren identifies as an active ESG investor and lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Private Funds12%
- State & Local Bonds9%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Nathan Dutzmann
Chief Investment OfficerCRD 7008043
Contacts
3 of 4
Ryan Lawler
Senior AssociateCRD 7130398
Darren Reinig
PartnerCRD 5092607
Todd Hyatt
Co-Founder and General CounselCRD 7838571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$190M in ETFs
5%
$8.5M
53%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS TOTAL EQUITY MARKETS ETF (AVTM) | Avantis | $67.5M | 1,240,351 | 35.62% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 401 B St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Pacific Wealth Management
RIASan Diego, CA
ATS Wealth Management
RIASan Diego, CA
Brian D. Lowder, Inc.
RIASan Diego, CA
Pacific Point Advisors, LLC
RIASan Diego, CA
Platt Wealth Management
RIASan Diego, CA
Dean Roland Russell, LLC
RIASan Diego, CA