R
$51.7M Total AUM
$51.7M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2011
- Office Locations
- 1
Office Locations
-- Fair Lawn NJ
About Rocco R. Santomenno
Rocco R. Santomenno is a Fair Lawn-based RIA. The firm has been operating for 14 years. Managing $51.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
72 AVG AGE
$51.7M AVG AUM / ADVISOR
$630.2K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Owner & Executives
R
ROCCO R. SANTOMENNO
Chief Compliance Officer, Investment Advisor
- CRD
- #4330703
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,674,921 | $373,494 |
| Non-Discretionary | $0 | -- |
| Total | $51,674,921 | $373,494 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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