Torshen Capital Management, LLC
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Overview
Torshen Capital Management, LLC is a financial advisor company headquartered in Chicago, Illinois. It controls $34.1 million in total assets over five client accounts. Torshen Capital Management, LLC has a small group, including 3 financial advisors. Torshen Capital Management, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, stocks and bonds.
Torshen Capital Management, LLC administers all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without requiring client authorization. The advisory firm supervises about $6.8 million for every customer account. The typical advisor at Torshen Capital Management, LLC administers around two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's central office is at 845 N Michigan Ave, Chicago, Illinois 60611-2220. Torshen Capital Management, LLC is legally allowed to provide services to investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Torshen Capital Management, LLC by the Numbers
$34.1 million
3
5
$6.8 million
Products and Services
Torshen Capital Management, LLC provides a variety of services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Torshen Capital Management, LLC does not sell products or offer services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services the firm provides the client. Fee types billed by the firm likely are comprised of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Torshen Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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