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 operates as an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 2006) and serves primarily individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The firm reports it does not position itself as a capital allocator and is not 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$20.9M in ETFs
100%
$20.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY FINANCIAL BULL 3X ETF (FAS) | Direxion | Passive | Trading Leveraged Equity | $9M | 61,985 | 42.90% |
Location
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1233 Camino Del Mar
- Time zone
- PT (UTC-8)
- Office locations
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