PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR

Overview

Paul Marascalco Registered Investment Advisor is a small, independent RIA run as a sole proprietorship by Paul Marascalco. The practice focuses on financial planning and portfolio management for individuals and small businesses, operating with a fee model that blends a percentage of assets under management and fixed-fee engagements. Investment activity centers on open-end public funds as the primary vehicle for client portfolios, with selective use of third-party alternative managers for niche exposure. The firm reports discretionary management of all client assets, suggesting a hands-on, manager-directed approach to portfolio implementation. Client service appears boutique: with 21 clients and 24 accounts, the adviser can provide individualized advice and direct oversight. Custody and trade execution are handled through Charles Schwab & Co., Inc., which gives access to a broad menu of mutual funds, ETFs and third-party alternative products that the adviser uses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices