Adviser Profile
| As of Date | 05/04/2024 |
| Registration status | Registration Changed to MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. |
| ADV Location | OLD TAPPAN, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 119,581,970 |
| of that, discretionary | 119,581,970 |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 416,662 |
| % High Net Worth | 17.19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds