TORREY PINES FINANCIAL, INC.

Overview

Torrey Pines Financial, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients as well as select institutional and small-business accounts. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialist managers. The firm shows a clear preference for equity-oriented allocations; exchange-traded equities are its single largest asset class. All assets reported are non-discretionary, which indicates that clients retain final trading authority and the firm operates primarily in an advisory capacity rather than exercising full discretionary trading power. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices