Anita
Mauro
Patrick Mauro Investment Advisor, Inc
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About this Advisor
Anita Mauro is a financial advisor who works out of Oak Brook, Illinois who has 2 years of industry experience. Mauro is an employee of Patrick Mauro Investment Advisor, Inc. During their career, the advisor has held roles at Patrick Mauro Investment Advisor, Inc, Thompson Coburn, Llp and Thomas Coburn, Llp. Mauro holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Illinois. Patrick Mauro Investment Advisor, Inc is a financial advisory company operating in Oak Brook, Illinois. It handles $175 million in assets across its 256 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 256 customer accounts, 40% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial advisory fees depend on the services provided. However, fees billed by Patrick Mauro Investment Advisor, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Patrick Mauro Investment Advisor, Inc Brokerage Details
$174,829,376
3
256
$682,927
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Anita Mauro Work History
Anita has been registered as a financial advisor for 2 years.*
Patrick Mauro Investment Advisor, Inc
Thompson Coburn, Llp
Thomas Coburn, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anita Mauro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Patrick Mauro Investment Advisor, Inc
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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