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Building 2TORREY GROWTH & INCOME ADVISORS, LLC

Map pinDEL MAR, CA
Phone760-274-2744
NotebookSEC #801-66611
Total AUM
$328.4M
Employees
5
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1233 CAMINO DEL MAR
DEL MAR
CA 92014
United States
Operating Hours
6:30 AM TO 1:15 PM
Monday - Friday
Phone
760-274-2744
Other Offices
2

ReceiptFinancials

Total AUM
$328.4M
Accounts
294
Discretionary
$328.4M
Accounts
294
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
229
AUM
$50.2M
HNW Individual Clients
64
AUM
$276.6M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLNCNHNYTX

HandshakeAffiliates

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

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