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| Michael J Porro & Co Financial Advisors Inc
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|---|---|
| CRD # | 125584 |
| SEC # | 801-130193 |
| CIK # | |
| AUM | 168.7 M (2026-03-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 201-768-0218 |
| Address | 180 Old Tappan Rd Bldg 5 Fl 1 Old Tappan, NJ 07675-7052 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 65.4 |
| (b) Individuals (high net worth individuals) | 58 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 3.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 168.7 |
| By Discretionary | ||
| Discretionary | 211 | 165.6 |
| Non-Discretionary | 2 | 3.1 |
| Total | 213 | 168.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.7 | |
| Total | 213 | 168.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Titanium Advisors LLC
✚
|
MA | 169.7 M |
|
Leatherback Investments LLC
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|
Cedar Spring Advisors LLC
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169.4 M | |
|
Peltoma Capital Partners LLC
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168.9 M | |
|
Rigden Enterprises
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CO | 168.9 M |
|
Zinnia Wealth Advisory LLC
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FL | 168.8 M |
|
F5 Financial Planning LLC
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|
168.7 M | |
|
Lifepoint Planning PLLC
✚
|
IL | 168.5 M |
|
TLC Group Investment Advisors LLC
✚
|
PA | 168.4 M |
|
Hawkins Investment Counsel LLC
✚
|
167.8 M |