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Faraldi & Porro Inc (Old Tappan)


Faraldi & Porro Inc is a large advisory firm based in Old Tappan. It manages $28.67 million of regulatory assets for 435 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.




Faraldi & Porro 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 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Faraldi & Porro: assets under management

The assets under management (AUM) of Faraldi & Porro Inc is $28.67 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.17 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $14.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Faraldi & Porro Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Old Tappan

The principal office where Faraldi & Porro Inc performs its advisory services is located at 180 Old Tappan Road, Bldg 5, Old Tappan, NJ 07675 7052, 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 201-768-0218 or by fax 201-768-6467. The normal business hours are 9 am - 5 pm on Monday - Friday.


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