Updated:
Patrick Mauro Investment Advisor
Patrick Mauro Investment Advisor Inc. is an SEC-registered RIA providing fee-only portfolio management and financial planning.
Patrick Mauro Investment Advisor
Patrick Mauro founded the firm as a registered investment advisory practice. Wealth-origin context is not publicly disclosed. The firm operates under SEC regulation as a fee-only advisor. Strategy centers on portfolio management and financial planning for individual clients. Asset classes likely include equities, fixed income, and cash equivalents, though specific allocations are not public. Geographic footprint is limited to the US given its RIA structure. No named portfolio companies, deals, or co-investors are available. Scale data is minimal; team size and additional offices are not disclosed. The firm maintains no publicly known adjacent vehicles such as philanthropic foundations or operating businesses. No recent operational events in the last 24 months are documented. The structural differentiator for Patrick Mauro Investment Advisor Inc. is its registered RIA status, which imposes a fiduciary standard. This distinguishes it from broker-dealers or unregistered advisors. Succession and governance details are not public.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
What is Patrick Mauro Investment Advisor Inc.'s regulatory status?
The firm is registered as an investment advisor with the SEC, operating as a fee-only RIA. This status requires the firm to adhere to a fiduciary standard, acting in the best interest of its clients. Registration details are public through the SEC's Investment Adviser Public Disclosure database.
Who makes investment decisions at the firm?
Patrick Mauro is the named principal and likely serves as the primary investment decision-maker. Specific titles or team structures are not publicly documented. The SEC filing for the firm lists Mauro as the key individual.
What is the firm's fee structure?
As a fee-only RIA, Patrick Mauro Investment Advisor charges clients based on a percentage of assets under management, hourly fees, or fixed fees. It does not earn commissions from third-party products. Exact fee schedules are not disclosed in public records.
Does the firm manage institutional or high-net-worth capital?
The firm's client base is not publicly specified in terms of net worth tiers. It serves individual clients and families. AUM figures are not disclosed, making it impossible to assess the scale of capital managed.
What is Patrick Mauro's background?
Patrick Mauro is the founder and principal of the firm. His professional history details are not widely published. He maintains an SEC registration under the firm's ADV filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: