TORRES FINANCIAL SERVICES, INC.

RIASEC Registered
Total AUM
$83.2M
Discretionary
$82.8M
100% of AUM
Avg account
$321K
Accounts
259
Employees
5
Advisory reps
3

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
114486
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI51.45%
  • Individuals34.16%
  • Other9.92%
  • Corporations / Businesses4.47%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Torres Financial Services, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual & family clients and institutional accounts, providing financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. The firm also functions as an insurance broker, and that capability appears integrated with its advisory practice. Torres reports that it is not an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 6%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • RODOLFO TORRES

    President, CEOCRD 2363334

Contacts

2 of 2
  • DENTON NERISON

    Vice President, Financial ServicesCRD 5471819

  • ANNA TORRES

    General CounselCRD 4486734

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
14603 Huebner Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth