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Bree Greene O'shea

TORREN MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
401 B STREET, SAN DIEGO, CA 92101CRD# 7936872Firm CRD# 329263
01

About

Bree Greene O'shea is a registered financial advisor based in SAN DIEGO, California, affiliated with TORREN MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TORREN MANAGEMENT, LLC
TORREN MANAGEMENT, LLC
AUM
$147M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TORREN MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7936872
Firm CRD# 329263
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bree Greene O'shea offer?
Bree Greene O'shea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Bree Greene O'shea's credentials?
Bree Greene O'shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bree Greene O'shea located?
Bree Greene O'shea is based in SAN DIEGO, California, working with TORREN MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Bree Greene O'shea charge for services?
Bree Greene O'shea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORREN MANAGEMENT, LLC?
TORREN MANAGEMENT, LLC has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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