Torray LLC

Torray LLC (CRD# 105818) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,153,442,740 in 193 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,153
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $5,976,387
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.

CA, CT, DC, FL, MA, MD, NC, NY, VA

Financial Advisors at Torray LLC
Showing 1 - 6 of 6 top financial advisors.
1
James D. Bailey
CRD#: 2963249
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814
96
Wealthminder
score

James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

2
Nicholas C. Haffenreffer
CRD#: 2854277
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814
93
Wealthminder
score

Nicholas Haffenreffer (CRD# 2854277) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

3
Hugh P. Tawney
CRD#: 5637669
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814
93
Wealthminder
score

Hugh Tawney (CRD# 5637669) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 8 years of experience in the finance industry.

4
John R. Gallagher
CRD#: 5305426
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814
90
Wealthminder
score

John Gallagher (CRD# 5305426) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has 1 year of experience in the finance industry.

5
John P. Petrofsky
CRD#: 5386029
7501 Wisconsin Avenue, Suite 750w, Bethesda, MD 20814
88
Wealthminder
score

John Petrofsky (CRD# 5386029) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

6
Robert E. Torray
CRD#: 4325898
7501 Wisconsin Ave., Suite 1100, Bethesda, MD 20814
87
Wealthminder
score

Robert Torray (CRD# 4325898) is an Investment Advisor Representative working at Torray LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.