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Michael J. Porro & Co. Financial Advisors, Inc.

● SEC registered since 2024CRD 125584SEC# 801-130193Old Tappan, NJ
Export (members)
Reg. AUM
$136.3M
Employees
5
Accounts
310
Location
Old Tappan, NJ

Michael J. Porro & Co. Financial Advisors, Inc. assets under management

Michael J. Porro & Co. Financial Advisors, Inc. is an SEC-registered investment adviser based in Old Tappan, NJ. The firm has been registered since 2024. It reports $136.3 million in regulatory assets under management and employs 5 people.
www.facebook.com/mjpandcoView on SEC.gov ↗

Michael J. Porro & Co. Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Dawn Marie SimonOffice Manager5-10%2005
Michael John Porro ControlPresident/Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Michael J. Porro & Co. Financial Advisors, Inc. manage?

Michael J. Porro & Co. Financial Advisors, Inc. reports $136.3 million in regulatory assets under management on its Form ADV.

How many employees does Michael J. Porro & Co. Financial Advisors, Inc. have?

Michael J. Porro & Co. Financial Advisors, Inc. reports 5 employees.

Where is Michael J. Porro & Co. Financial Advisors, Inc. located?

Michael J. Porro & Co. Financial Advisors, Inc. is based in Old Tappan, NJ and has been SEC-registered since 2024.

Does Michael J. Porro & Co. Financial Advisors, Inc. disclose fund performance?

Michael J. Porro & Co. Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 Old Tappan Rd Bldg #5 Fl 1, Old Tappan, NJ 07675-7052
Phone201-768-0218
Fax201-768-6467
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.3M
Non-discretionary$0
Total (RAUM)$136.3M