Michael J. Porro & Co. Financial Advisors, Inc.
● SEC registered since 2024CRD 125584SEC# 801-130193Old Tappan, NJ
Reg. AUM
$168.7M
Employees
5
Accounts
213
Location
Old Tappan, NJ
Michael J. Porro & Co. Financial Advisors, Inc. assets under management
Michael J. Porro & Co. Financial Advisors, Inc. is an SEC-registered investment adviser based in Old Tappan, NJ. The firm has been registered since 2024. It reports $168.7 million in regulatory assets under management and employs 5 people.
Michael J. Porro & Co. Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Marie Simon | Office Manager | 5-10% | 2005 |
| Michael John Porro Control | President/Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Michael J. Porro & Co. Financial Advisors, Inc. manage?
Michael J. Porro & Co. Financial Advisors, Inc. reports $168.7 million in regulatory assets under management on its Form ADV.
How many employees does Michael J. Porro & Co. Financial Advisors, Inc. have?
Michael J. Porro & Co. Financial Advisors, Inc. reports 5 employees.
Where is Michael J. Porro & Co. Financial Advisors, Inc. located?
Michael J. Porro & Co. Financial Advisors, Inc. is based in Old Tappan, NJ and has been SEC-registered since 2024.
Does Michael J. Porro & Co. Financial Advisors, Inc. disclose fund performance?
Michael J. Porro & Co. Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 180 Old Tappan Rd Bldg #5 Fl 1, Old Tappan, NJ 07675-7052 |
| Phone | 201-768-0218 |
| Fax | 201-768-6467 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.7M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$168.7Mregulatory AUM
Discretionary $165.6MNon-discretionary $3.1M