TORREY PINES INVESTMENT MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
DEL MAR, California
CRD number
330216
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ANDREW FOWLER

    Vice PresidentCRD 6068833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth