CRD: 125584
Michael J. Porro & Co. Financial Advisors, Inc.
OLD Tappan, NJ, 07675
2017680218
$168.7M Total AUM
$165.6M Disc. AUM
-- 3Y CAGR
5 Employees
216 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
180 OLD Tappan RD Bldg #5 FL 1 OLD Tappan NJ
About Michael J. Porro & Co. Financial Advisors, Inc.
Michael J. Porro & Co. Financial Advisors, Inc. is a OLD Tappan-based RIA. The firm has been operating for 21 years. Managing $168.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$84.3M AVG AUM / ADVISOR
$780.9K AVG AUM / CLIENT
16.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Prime unison Crest eagle Signal glacier
Investment Themes
Element bridge Value harbor Crest Foundation
Investment Vehicles
Fusion Element element
Services
Legacy Catalyst vector Oak Ridge Delta Frontier wave North Foundation radial
Owner & Executives
M
MICHAEL JOHN PORRO
Chief Compliance Officer, Owner, President
- CRD
- #4343675
- Ownership
- 75% or more
(769) 676-5022
foundation.foundation@harborcapital.com
in linkedin.com/in/element-catalyst
D
DAWN MARIE SIMON
Financial Advisor, Senior Vice President
- CRD
- --
- Ownership
- 5% but less than 10%
(506) 720-5200
peak.zenith@vitalcapital.com
in linkedin.com/in/peak-horizon
Showing 2 of 2 owners & executives
Unlock allContacts
C
CHRISTOPHER JOHN DESPOSITO
--
- CRD
- #4674931
(270) 377-4564
summit.frontier@valuecapital.com
in linkedin.com/in/matrix-eagle
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,617,484 | $784,917 |
| Non-Discretionary | $3,063,703 | $1,531,852 |
| Total | $168,681,187 | $791,930 |
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Separately Managed Accounts
Total SMA Asset: $165,181,187
Equity - Exchange:
19.2% Public Funds:
6.6% Cash:
7.5% U.S. Government/Agency:
13.6% Corporate - Investment Grade:
16.5% Other:
16.2% Municipal Bonds:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $219,939,882 | 19.2% |
| Public Funds | $75,604,334 | 6.6% |
| Cash | $85,914,016 | 7.5% |
| U.S. Government/Agency | $155,790,750 | 13.6% |
| Corporate - Investment Grade | $189,010,836 | 16.5% |
| Other | $185,574,275 | 16.2% |
| Municipal Bonds | $233,686,125 | 20.4% |
| Total | $1,145,520,218 | 100.0% |