Torray Investment Partners LLC

Torray Investment Partners LLC (CRD# 105818) is a financial advisory firm headquartered in Bethesda, MD. They manage $581,045,852 in 393 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

http://funds.torray.com/

By the Numbers

Total Assets Under Management

581

MILLION
Total Number of Accounts

393

ACCOUNTS
Average Account Value

$1,478,488

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies (as well as "business development companies")
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, DE, FL, LA, MA, MD, NC, NE, NH, NY, SC, SD, TX, VA, WI

Financial Advisors at Torray Investment Partners LLC

Showing 1 - 6 of 6 top financial advisors.

James D. Bailey

CRD#: 2963249

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 25 years of experience in the finance industry.

Shawn M. Hendon

CRD#: 4373187

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Shawn Hendon (CRD# 4373187) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has 1 year of experience in the finance industry.

Suzanne E. Kellogg

CRD#: 4966433

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Suzanne Kellogg (CRD# 4966433) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

Jeffrey D. Lent

CRD#: 1735135

Naples, FL

Jeffrey Lent (CRD# 1735135) is an Investment Advisor Representative working at Torray Investment Partners LLC in Naples, FL and has over 34 years of experience in the finance industry.

Brian R. Zaczynski

CRD#: 7060630

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Brian Zaczynski (CRD# 7060630) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has 1 year of experience in the finance industry.

Letitia B. Scalise

CRD#: 5749711

7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814

Letitia Scalise (CRD# 5749711) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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