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, SEC-registered RIA organized as an LLC and operating since 2006. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its client base is principally retail — individuals and families — and it charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm lists an industry affiliation with a law firm and does not describe itself as an active ESG investor.
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 6Sean 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 9Active vs passive
$14.4M in ETFs
100%
$14.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY FINANCIAL BULL 3X ETF (FAS) | Direxion | Passive | Trading Leveraged Equity | $7.4M | 64,270 | 51.15% |
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
Similar firms
DEL MAR WEALTH MANAGEMENT INC
RIADEL MAR, CA
FIRST LIGHT RETIREMENT, LLC
RIADEL MAR, CA
LANYON ADVISORY SERVICES
RIADEL MAR, CA
WEATHERLY ASSET MANAGEMENT
RIADEL MAR, CA
FLIGHTPATH FINANCIAL PLANNING
RIADEL MAR, CA
JSB CAPITAL MANAGEMENT, LLC
RIADEL MAR, CA