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TORREY PINES FINANCIAL, INC.
CRD 288213
11440 WEST BERNARDO COURT, SUITE 300, SAN DIEGO, CA, 92127, United States
Phone
858-453-5136
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$34.8M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $21.0M |
| High net worth individuals | 3 | $5.0M |
| Other investment advisers | 38 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD