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| Torrey Growth & Income Advisors LLC
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|---|---|
| CRD # | 139940 |
| SEC # | 801-66611 |
| CIK # | 0002087822 |
| AUM | 328.4 M (2026-04-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 760-274-2744 |
| Address | 1233 Camino del Mar del Mar, CA 92014 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Qualcomm Inc/DE | 56.4 | ||
| ServiceNow Inc | 17.6 | ||
| Advanced Micro Devices Inc | 15.4 | ||
| Pfizer Inc | 9.3 | ||
| American Express Co | 9.0 | ||
| Oracle Corp | 8.5 | ||
| Amazon Com Inc | 7.2 | ||
| Shopify Inc | 6.8 | ||
| Lilly Eli & Co | 4.8 | ||
| Salesforce Com Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 50.2 |
| (b) Individuals (high net worth individuals) | 64 | 276.6 |
| (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 | 1.6 |
| (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 | 294 | 328.4 |
| By Discretionary | ||
| Discretionary | 294 | 328.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 294 | 328.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.4 | |
| Total | 294 | 328.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002087822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dependable Alternative Investments LLC
✚
|
CA | 329.6 M |
|
NVNG Investments Inc
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|
MI | 329.5 M |
|
Bryspen Incorporated
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DC | 329.3 M |
|
Ballast Capital Advisors LLC
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IA | 328.7 M |
|
Artifex Financial Group LLC
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OH | 328.7 M |
|
Kenney Investments Inc
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IL | 328.5 M |
|
OMC Financial Services Ltd
✚
|
NY | 328.5 M |
|
Thomas Story and Son LLC
✚
|
IN | 328.2 M |
|
Rye Brook Capital LLC
✚
|
CT | 327.3 M |
|
Latko Wealth Management Ltd
✚
|
IL | 327.2 M |