TORRAY INVESTMENT PARTNERS LLC

7501 Wisconsin Avenue
Suite 750w
Bethesda, Maryland 20814-6523
Tel: 301-493-4600

About TORRAY INVESTMENT PARTNERS LLC

TORRAY INVESTMENT PARTNERS LLC, formally registered with the SEC as TORRAY INVESTMENT PARTNERS LLC. The firm was established in 05/12/1972. They have over 2 offices throughout the country.

TORRAY INVESTMENT PARTNERS LLC is a Bethesda, Maryland based Financial Planning firm with nearly $657,262,582 assets under management, offering retirement planning & investment advisory services to 426 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105818
SEC#	801-8629
Assets Managed by Firm	$657,262,582
No. of Clients	426
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	426	$657,262,582
Individuals (other than high net worth individuals)	340	$100,737,659
High net worth individuals	61	$195,482,739
Charitable organizations	3	$5,465,760
Corporations or other businesses	21	$31,353,277

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