Patrick
Tantoco

About this Advisor

Patrick Tantoco is a financial advisor who works in Honolulu, Hawaii, who has been in the advisory business for 12 years. Tantoco is on the advisory team at Royal Alliance Associates, Inc. Their career trajectory has included roles at H. Beck, Inc, Independent Financial Group, Massmutual Life Insurance Co, Msi Financial Services, Inc, Mml Investors Services, LLC and Royal Alliance. Tantoco maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Hawaii. Royal Alliance Associates, Inc is a business that has its headquarters in Honolulu, Hawaii. It has offices in 905 locations and a total of 3,849 employees. It manages $28 billion in assets under management between its 112,286 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are provided. However, fee types charged by Royal Alliance Associates, Inc likely consist of some blend of asset-based, hourly, fixed and other fees.