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 an LLC organized and state-registered in California and owned by an individual proprietor. The firm provides financial planning and portfolio management services aimed at individuals and small businesses. Its advisory compensation is fee-based, charged as a percentage of assets under management. Torrey Pines does not identify as an ESG investor, is not structured as a multi-state adviser, and is not designated as a capital allocator or affiliated/related adviser.
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
Contacts
1 of 1
Andrew 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, 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
- 3840 Via De La Valle
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Del Mar Wealth Management Inc
RIADel Mar, CA
Torrey Growth & Income Advisors, LLC
RIADel Mar, CA
Flightpath Financial Planning
RIADel Mar, CA
First Light Retirement, LLC
RIADel Mar, CA
JSB Capital Management, LLC
RIADel Mar, CA
Weatherly Asset Management
RIADel Mar, CA