Patrick
Mauro
Patrick Mauro Investment Advisor, Inc
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About this Advisor
Patrick Mauro is a financial advisor operating out of Oak Brook, Illinois who has 25 years of relevant experience. Mauro currently works for Patrick Mauro Investment Advisor, Inc. They have been an employee of Patrick Mauro Investment Advisor, Inc for the entirety of their career. Mauro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Patrick Mauro Investment Advisor, Inc is a business operating in Oak Brook, Illinois. It has $175 million in assets among its 256 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 256 client accounts, 40% are held by high-net-worth investors who have greater than $1 million in assets. Patrick Mauro Investment Advisor, Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which services the firm provides the client. 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
Patrick Mauro Work History
Patrick has been registered as a financial advisor for 25 years.*
Patrick Mauro Investment Advisor, Inc
*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 Patrick 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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