Torrey Growth & Income Advisors, LLC
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 139940
- Registered since
- May 2, 2006
- Website
- www.torreygrowth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.23%
- Individuals15.28%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Torrey Growth & Income Advisors, LLC is an independent, SEC-registered registered investment adviser that has operated since 2006. The firm is organized as an LLC and is owned by an individual. Its client focus is individuals and families; advisory services listed include financial planning and portfolio management for individuals and small businesses. Fee arrangements combine AUM-based fees with hourly and fixed-fee engagements. Investment positioning is equity‑tilted: the firm reports a preference for exchange‑traded equities and does not present itself as an institutional capital allocator. It is not identified as an active ESG investor and does not list pension consulting or related-adviser activity. Although the firm maintains multiple physical offices across three states, its filings indicate it is not classified as a multi‑state 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 Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
3 of 6George Hoover
Managing MemberCRD 1989377

Kian Hoover
Wealth Management AdvisorCRD 7971833

Sean Planchard
FounderCRD 8024047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$17.4M in ETFs
100%
$17.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY FINANCIAL BULL 3X ETF (FAS) | Direxion | Passive | Trading Leveraged Equity | $9.2M | 62,385 | 53.21% |
Location
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1233 Camino Del Mar
- Time zone
- PT (UTC-8)
- Office locations
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