RIA Intel›Advisers›California›TORREY PINES FINANCIAL, INC.

TORREY PINES FINANCIAL, INC.

Advisory

SAN DIEGO, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,821

of 5,480 advisers by AUM

Average account

$446K

across 78 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$0

Non-Discretionary AUM$35M

Discretionary %0%

Total Clients78

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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