A complete list of active advisors currently associated with Torre Financial

Warmer can help you find a great advisor at Torre Financial or one who fits your needs even better.

Torre Financial provides personalized investment advisory services primarily to individuals, as well as LLCs and other corporate entities, managing both taxable and tax‑qualified accounts and overseeing about $23.24 million in discretionary assets across roughly 33 client relationships. Accounts are separately managed and generally require $100,000 in investable assets to open. The firm’s investment approach is grounded in fundamental analysis and seeks to construct portfolios of individual equities, bonds and exchange‑traded funds with asset allocation, tax considerations, and income needs tailored to each client. Torre Financial conducts semi‑annual formal reviews, manages accounts on a discretionary basis, and may use short‑term margin borrowings or leverage in client accounts when pre‑authorized by the client. Noteworthy aspects include a regular newsletter and optional subscription offering market commentary and equity research as part of the advisory practice, a sole‑proprietor model in which the advisor maintains full‑time employment outside the firm, and a custody preference for Interactive Brokers with the option for automated fee deduction; the firm also aggregates orders across client accounts and relies on broker‑provided research to support its investment process.

To learn more about the advisors currently working at Torre Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.