Torre Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,978,825
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$696,328
About
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.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Occupation focus
Technology Professional
Demographic focus
Mid-Career Professionals
Fee options
0.85% annually
Account minimum: $100,000
Main office location
Torre Financial
Austin TX, United States
Number of offices
1
Most active in
Torre Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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