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 controlled by an individual owner. The firm offers fee-based advice charged as a percentage of assets under management and lists financial planning and portfolio management for individuals and small businesses among its core advisory activities. It is not identified as a multi-state adviser, an active ESG investor, a capital allocator, a pension consultant, or a related adviser; the dataset does not supply an SEC registration year.
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 1ANDREW 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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