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Building 2TORREN MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone619-649-0700
NotebookSEC #801-129410
Total AUM
$373.5M
Employees
5
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 B STREET
SUITE 1900
SAN DIEGO
CA 92101
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
619-649-0700
Other Offices
4

ReceiptFinancials

Total AUM
$373.5M
Accounts
156
Discretionary
$373.5M
Accounts
156
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$351.1M
Charitable Organization Clients
1
AUM
$14.8M
Corporation or Business Clients
1
AUM
$7.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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