TORRES FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 114486
- Website
- www.torresadvisorygroup.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1RODOLFO TORRES
President, CEOCRD 2363334
Contacts
2 of 2DENTON NERISON
Vice President, Financial ServicesCRD 5471819
ANNA TORRES
General CounselCRD 4486734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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