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Financial advisory firms
in Torrance, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

11 financial advisors10 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

10 advisory firmsCompare public facts. Verify experience directly.
11 financial advisors10 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ADVANCED PORTFOLIO STRATEGIESCRD 284697

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALBITZ/MILOE AND ASSOCIATES, INC.CRD 104777

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALESSANDRA CAPITAL MANAGEMENT, LLCCRD 123305

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANYAN TREE ASSET MANAGEMENT, LLCCRD 168384

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EP WEALTH ADVISORSCRD 111147

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MACRO QUANT PRIVATE WEALTH, LLCCRD 341042

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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O'BRIEN INVESTMENT MANAGEMENT, LLCCRD 284057

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SOUTH BAY FINANCIAL PARTNERSCRD 175015

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TAYLOR WEALTH MANAGEMENT, LLCCRD 132955

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TORTUGA WEALTH MANAGEMENTCRD 153737

Advisory firm

Filed advisory firm office: Torrance, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsFinancial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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