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
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 - 5 of 5 top financial advisors.
1
James Bailey, financial advisor Bethesda MD
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 Hendon, financial advisor Bethesda MD
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
Jeffrey Lent, financial advisor Naples FL
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.

4
Brian Zaczynski, financial advisor Bethesda MD
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.

5
Letitia Scalise, financial advisor Bethesda MD
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 over 2 years 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

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