Falists
← Back to search

TORREY GROWTH & INCOME ADVISORS, LLC

CRD 139940 · SEC 801-66611

Visit website

1233 CAMINO DEL MAR, DEL MAR, CA, 92014, United States

Phone

760-274-2744

Fax

760-274-2734

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$328.4M

Discretionary AUM

$328.4M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals229$50.2M
High net worth individuals64$276.6M

States served

CA, DC, NY, NC, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD