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$83.2M Total AUM
$82.8M Disc. AUM
-- 3Y CAGR
5 Employees
259 ADV. Clients
27 yrs Firm Age
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- Custodian
- Pershing ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1999
- Office Locations
- 2
Office Locations
14603 Huebner Rd. Bldg. 23 SAN Antonio TX
85 NE Loop 410, #116 SAN Antonio TX
About Torres Financial Services, Inc.
Torres Financial Services, Inc. is a SAN Antonio-based RIA with 2 offices. The firm has been operating for 27 years. Managing $83.2M in total assets under management, with 2 advisory representatives. They custody assets with Pershing and Tiaa.
Team overview
58 AVG AGE
$41.6M AVG AUM / ADVISOR
$321.4K AVG AUM / CLIENT
20.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RODOLFO VILLAREAL TORRES JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2363334
- Ownership
- 75% or more
Available
Available
Available
A
ANNA MARY TORRES
General Counsel, Secretary, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
DENTON MEAD NERISON
Vice President
- CRD
- #5471819
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,837,878 | -- |
| Non-Discretionary | $396,886 | -- |
| Total | $83,234,764 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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