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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Torrey Growth & Income Advisors LLC
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|---|---|
| CRD # | 139940 |
| SEC # | 801-66611 |
| CIK # | |
| AUM | $322.2 M (2025-05-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 760-274-2744 |
| Address | 1233 Camino del Mar del Mar, CA 92014 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 57.7 |
| (b) Individuals (high net worth individuals) | 46 | 264.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 322.2 |
| By Discretionary | ||
| Discretionary | 485 | 322.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 485 | 322.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.2 | |
| Total | 485 | 322.2 |
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|---|---|---|
|
All Terrain Financial Advisors LLC
✚
|
MN | 0.3 |
|
S & P Financial Inc
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OR | 0.3 |
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AFT Forsyth & Sober LLC
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FL | 0.3 |
|
Shira Ridge Wealth Management
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CA | 0.3 |
|
Mindset Wealth Management LLC
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|
IN | 0.3 |
|
SFM LLC
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|
NH | 0.3 |
|
Lexington Research and Capital Group LLC
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|
AR | 0.3 |
|
Helm Investment Management LLC
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|
CO | 0.3 |
|
Montvue Capital Management Inc
✚
|
VA | 0.3 |
|
Bentley Financial Group Inc
✚
|
IL | 0.3 |