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Patrick Mauro Investment Advisor
PATRICK MAURO INVESTMENT ADVISOR, INC. is an SEC-registered investment adviser since 2018. The firm manages approximately $212 million in regulatory assets.
Overview
PATRICK MAURO INVESTMENT ADVISOR, INC. is an SEC-registered investment adviser since 2018. The firm manages approximately $212 million in regulatory assets. It has 4 employees and 2 investment advisers.
General information
Firm type
RIA
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.
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.
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