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Building 2MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

Map pinOLD TAPPAN, NJ
Phone201-768-0218
NotebookSEC #801-130193
Total AUM
$168.7M
Employees
5
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 OLD TAPPAN RD BLDG #5 FL 1
OLD TAPPAN
NJ 07675-7052
United States
Operating Hours
9-5
Monday - Friday
Phone
201-768-0218

ReceiptFinancials

Total AUM
$168.7M
Accounts
213
Discretionary
$165.6M
Accounts
211
Non-Discretionary
$3.1M
Accounts
2

ContactClients

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Individual Clients
152
AUM
$65.4M
HNW Individual Clients
58
AUM
$98.9M
Pooled Vehicle Clients
3
AUM
$3.5M
Charitable Organization Clients
1
AUM
$878.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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