Torrey Growth & Income Advisors, LLC
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 139940
- Registered since
- May 2, 2006
- Website
- www.torreygrowth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.23%
- Individuals15.28%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Torrey Growth & Income Advisors, LLC is an independent, LLC-structured RIA that has been SEC-registered since 2006 and is owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity emphasizes publicly traded equities and ETFs, with supplemental allocations to third-party alternative funds. The firm maintains an industry affiliation with a law firm and does not identify as an active ESG investor. Custody of client assets is consolidated at a single custodian, which supports their hands-on portfolio management approach.
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 Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
3 of 6
Sean Planchard
FounderCRD 8024047

Kian Hoover
Wealth Management AdvisorCRD 7971833

Eden Morimoto
Client Relations AssociateCRD 8251841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$17.4M in ETFs
100%
$17.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY FINANCIAL BULL 3X ETF (FAS) | Direxion | Passive | Trading Leveraged Equity | $9.2M | 62,385 | 53.21% |
Location
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 1233 Camino Del Mar
- Time zone
- PT (UTC-8)
- Office locations
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