Torrey Pines Investment Management
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 330216
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Torrey Pines Investment Management is organized as a limited liability company and is owned by an individual. The firm provides financial planning and portfolio management services geared toward individuals and small businesses, and it charges fees as a percentage of assets under management. FINTRX classifies the firm as unclassified; it is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is not flagged as an active ESG investor. SEC registration year is not listed in the source data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Andrew Fowler
Vice PresidentCRD 6068833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3840 De Lane Valle
- Time zone
- PT (UTC-8)
- Office locations
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