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Michael J. Porro & CO. Financial Advisors, INC.

Financial planning in Old Tappan, NJ

SEC registeredNo commissions reported

Call (201) 768-0218Send a messageMap ↗

Public-record details

Address
180 Old Tappan Rd Bldg #5 FL 1, Old Tappan, NJ 07675
Phone
(201) 768-0218
Listed under
Financial planning, Hourly fees, % of assets managed, Retirement plan consulting
CRD number
125584
Registration
SEC registered since 2024-05-02
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$168.7 million
Accounts managed
213
Clients reported (Form ADV 5.D)
214
Individual / high-net-worth clients
152 / 58
Employees
5
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-12

SEC registered investment adviser, CRD 125584, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.