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Roback Ferraro & Pehl Cpa's LLP (Malta)


Roback Ferraro & Pehl Cpa's LLP is an adviser based in Malta. It manages $23.58 million of regulatory assets for 548 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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Roback Ferraro & Pehl Cpa's provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roback Ferraro & Pehl Cpa's: assets under management

The assets under management (AUM) of Roback Ferraro & Pehl Cpa's LLP is $23.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roback Ferraro & Pehl Cpa's LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Malta

The principal office where Roback Ferraro & Pehl Cpa's LLP performs its advisory services is located at 100 Saratoga Village Blvd. Suite 36, Malta, NY 12020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 518-899-5544 or by fax 518-899-4974. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at rfpcpas.com.


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