Toro Financial Advisors
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 332084
- Website
- torofa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals78.74%
- HNWI21.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Toro Financial Advisors is a small, independent RIA organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and provides fee-based advice through a mix of percentage-of-AUM billing, hourly charges and other fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of third‑party advisers. The firm does not position itself as an ESG-focused manager and operates on a single-state basis.
Assets & Accounts
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
- Cash & Cash Equivalents56%
- Exchange Traded Equities18%
- Non-Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds3%
Contacts
1 of 1David Petry
CCOCRD 2638025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 2335 Temple Trl
- Time zone
- ET (UTC-5)
- Office locations
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