Xorro LLC
Firm details
- Headquarters
- Toms River, New Jersey
- CRD number
- 336257
- Registered since
- April 29, 2026
Firm profile
FINTRXOverview
Xorro LLC is organized as a limited liability company and appears on the SEC register as of 2026. The ownership is described as a combination of a domestic entity and an individual. The firm’s internal classification is listed as unclassified. Available disclosures indicate Xorro does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. Other details about its advisory mandate, fee model, or areas of investment focus were not provided.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Patrick Walker
Chief Compliance OfficerCRD 2107798
Contacts
1 of 1
Richard Onesto
FinOpCRD 2453096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toms River, NJ
Ocean
Location
Toms River, NJ
Headquartered in Toms River, NJ, 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
- Ocean
- Address
- 5 Santa Fe Ct
- Time zone
- ET (UTC-5)
- Office locations
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