CRD: 122411
Mauro Capital Management, Inc.
Valencia, PA
7243165266
$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-1993
- Office Locations
- 1
Office Locations
-- Valencia PA
About Mauro Capital Management, Inc.
Mauro Capital Management, Inc. is a Valencia-based RIA. The firm has been operating for 33 years. Managing $15.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$15.5M AVG AUM / ADVISOR
$620.0K AVG AUM / CLIENT
33.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Optima Vector ember
Client Personas
Focus glacier
Investment Themes
Fusion
Investment Vehicles
Quantum
Services
Glacier Beacon summit Crest Vital summit
Owner & Executives
J
JOHN MURPHY MAURO
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2113478
- Ownership
- 75% or more
(228) 883-3304
crest.radial@elementcapital.com
in linkedin.com/in/ember-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,500,000
Equity - Exchange:
35.9% Cash:
64.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,117,855,240 | 35.9% |
| Cash | $5,566,978,298 | 64.1% |
| Total | $8,684,833,538 | 100.0% |