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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-12-2017
- Office Locations
- 1
Office Locations
About Prato Capital Management
Prato Capital Management is an independent, fee-only RIA providing comprehensive financial planning and wealth management for individuals, families, and small to mid-size businesses. The firm builds customized, non-proprietary portfolios with a sustainable investing option and focuses on clients’ full financial picture. Custodied at Schwab, it offers clients the PCMBlackBox mobile app to securely track performance and store financial information in one place.
Team overview
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Owner & Executives
GREGORY PAUL PRATO
President
- CRD
- #2479601
- Ownership
- 75% or more
GABRIELLA BRACAGLIA
Chief Compliance Officer, Chief Operating Officer, Financial Advisor
- CRD
- #5022238
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN MURPHY O'ROURKE JR.
Director of Financial Planning
- CRD
- #5140418
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,563,710 | $318,079 |
| Non-Discretionary | $0 | -- |
| Total | $224,563,710 | $318,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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