Overview
Assets Under Management: $196 million
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
PATRICK MAURO INVESTMENT ADVISOR, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122742), PATRICK MAURO INVESTMENT ADVISOR, INC. is subject to fiduciary duty under federal law.
PATRICK MAURO INVESTMENT ADVISOR, INC. serves 60 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, PATRICK MAURO INVESTMENT ADVISOR, INC. offers portfolio management for individuals. View all service details ↓
PATRICK MAURO INVESTMENT ADVISOR, INC. manages $196 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, PATRICK MAURO INVESTMENT ADVISOR, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 122742
Last Filing Date: 2025-02-27 00:00:00
Website: https://mauroinvestor.com