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Building 2TORREY-PAYNE WEALTH MANAGEMENT

Map pinPASADENA, CA
Phone626-657-3451
NotebookSEC #801-133740
Total AUM
$184.8M
Employees
2
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32 S RAYMOND AVE
STE 2
PASADENA
CA 91105
United States
Operating Hours
7-4
Monday - Friday
Phone
626-657-3451

ReceiptFinancials

Total AUM
$184.8M
Accounts
409
Discretionary
$184.8M
Accounts
409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$79M
HNW Individual Clients
58
AUM
$105.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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