Notaro Wealth Advisory
Firm details
- Headquarters
- ,
- CRD number
- 141275
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.63%
- Individuals43.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Notaro Wealth Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Contacts
1 of 1
Jeffrey Notaro
OwnerCRD 1641209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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