NEXT PRONTO CAPITAL ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 308974
- Website
- www.nextpronto.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals90.91%
- HNWI9.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Next Pronto Capital Advisors is a small, independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting third‑party advisers and running educational seminars and workshops, which suggests a consultative, client‑education emphasis in its practice. Investment activity is tilted toward publicly traded equities, and the firm describes itself as a capital allocator—meaning it places client capital with external managers when appropriate. It charges a mix of percentage‑of‑AUM and fixed fees. Next Pronto Capital Advisors does not identify as an active ESG investor and does not act as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Non-Exchange Traded Equities23%
- US Government Bonds20%
- Private Funds6%
- State & Local Bonds5%
Contacts
1 of 1MAURO LEOS
Fiduciary Financial PlannerCRD 6403341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 515 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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