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).

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
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.
1
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.

2
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.

3
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.

4
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.

5
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.

6
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.