Torr Steinhilber (CRD# 2318748) is an Investment Advisor Representative working at Munro Asset Management LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alterity Financial Group, LLC | Bangor, ME | Oct 2023 - Current | < 1 |
| Naples Asset Management Company, LLC | Naples, FL | May 2016 - Current | 7 |
| Munro Asset Management, LLC | Boston, MA | Sep 2006 - Current | 17 |
| Munro Asset Management Co | Se, CA | Jun 2006 - Mar 2017 | 10 |
| Foreside Fund Services, LLC | Dallas, TX | Jun 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
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