TORREY PINES FINANCIAL, INC.

TORREY PINES FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 288213). Regulatory assets under management: $34.8M.

Registration

• CRD: 288213
• Type: Registered investment adviser
• Location: 11440 WEST BERNARDO COURT, SAN DIEGO, CA, 92127
• Phone: 858-453-5136
• Latest filing: 2026-03-09
• Regulatory AUM: $34.8M
• Non-discretionary AUM: $34.8M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search