Torre Financial
RIAState Registered
Total AUM
$23.2M
Discretionary
$23.2M
100% of AUM
Avg account
$528K
Accounts
44
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 296961
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.09%
- Individuals23.78%
- Other1.13%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Torre Financial is a Texas-based sole proprietorship operating as an independent RIA focused on individual and family clients. The firm is owned by an individual and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and also includes publication of periodicals or newsletters. Torre Financial does not identify as a capital allocator, is not an active ESG investor, and is not structured as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities97%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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