Patrick Mauro Investment Advisor, Inc.

RIASEC Registered
Total AUM
$212M
Discretionary
$212M
100% of AUM
Avg account
$822K
Accounts
258
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
122742
Registered since
May 31, 2018
Website
mauroinvestor.com
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.63%
  • Individuals10.37%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Patrick Mauro Investment Advisor, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation. The firm has been SEC-registered since 2018 and is owned by an individual. Its client base is focused on individuals and families, with advisory services centered on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds4%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Patrick Mauro

    Patrick Mauro

    Founder, President and Chief Executive OfficerCRD 1130227

  • Anita Mauro

    Chief Operating OfficerCRD 7375565

Contacts

2 of 2
  • Daniel Mauro

    Daniel Mauro

    Portfolio ManagerCRD 4588949

  • Mary Mauro

    SecretaryCRD 4585534

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$32.4M in ETFs

Passive

100%

$32.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS)BlackRockPassiveForeign Large Blend$21.7M227,74867.17%
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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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