Xorro LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Toms River, New Jersey
CRD number
336257
Registered since
April 29, 2026

Firm profile

FINTRX

Overview

Xorro LLC is organized as a limited liability company and is shown as an SEC-registered investment adviser with a 2026 registration year. Public entries classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The available data indicate the firm is not designated as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not disclosed core operating details in the provided dataset: there is no summary of its advisory activities, target client segments, fee schedule, or stated investment approach. Because those elements are absent from the record, there is no filed description of how Xorro sources managers, constructs portfolios, or positions itself relative to market or alternative strategies.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

Contacts

1 of 1
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth