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MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
CRD 125584 · SEC 801-130193
180 OLD TAPPAN RD BLDG #5 FL 1, OLD TAPPAN, NJ, 07675-7052, United States
Phone
201-768-0218
Fax
201-768-6467
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.7M
Discretionary AUM
$165.6M
Team
5 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $65.4M |
| High net worth individuals | 58 | $98.9M |
| Pooled investment vehicles | 3 | $3.5M |
| Charitable organizations | 1 | $878K |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD