N
$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
0 Employees
31 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2020
- Office Locations
- 1
Office Locations
1100 Avenue AT Port Imperial, APT #327 Weehawken NJ
About Next Pronto Capital Advisors
Next Pronto Capital Advisors is a NEW York-based RIA. The firm has been operating for 6 years. Managing $5.5M in total assets under management, They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
53 AVG AGE
-- AVG AUM / ADVISOR
$177.4K AVG AUM / CLIENT
4.8 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
M
MAURO LUIS LEOS
Advisor, Chief Executive Officer, Managing Member
- CRD
- #6403341
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Private Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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