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Building 2TORRAY INVESTMENT PARTNERS LLC

Map pinBETHESDA, MD
Phone301-493-4600
NotebookSEC #801-8629
Total AUM
$750.1M
Employees
10
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7501 WISCONSIN AVENUE
SUITE 750W
BETHESDA
MD 20814-6523
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
301-493-4600
Other Offices
1

ReceiptFinancials

Total AUM
$750.1M
Accounts
551
Discretionary
$735.2M
Accounts
548
Non-Discretionary
$14.9M
Accounts
3

ContactClients

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Individual Clients
463
AUM
$134.7M
HNW Individual Clients
63
AUM
$233.7M
Investment Company Clients
1
AUM
$340.3M
Charitable Organization Clients
1
AUM
$4.8M
Corporation or Business Clients
22
AUM
$36.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTDCDEFLGALAMAMDNCNENHNYSCSDTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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