Rocco R. Santomenno

Overview

Rocco R. Santomenno operates a sole-proprietorship independent RIA focused on private clients and small institutions. The firm’s advisory scope centers on discretionary portfolio management for individuals, families and small businesses, and it also provides portfolio management for business or institutional clients. In addition to advisory work, the practice is registered to engage in other financial product sales. Fee arrangements are varied: the adviser charges a percentage of assets under management, can bill hourly, and accepts performance-based fees. The firm is not registered as a multi-state adviser, does not identify as an ESG investor, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives