Rocco R. Santomenno

Overview

Rocco R. Santomenno operates as a sole-proprietorship advisory practice focused on discretionary portfolio management for individuals, families, small businesses and institutional clients. The practice runs a clear equity-first approach: the bulk of client assets are managed in exchange-traded securities and separately managed account structures, with smaller allocations to other liquid and private strategies. The firm is not positioned as an ESG-focused allocator and is not set up as a multi-state adviser; it identifies its business activity as selling other financial products in addition to advisory services. Fee arrangements include a percentage of assets under management, hourly fees and performance-based fees, which allows flexibility in pricing for bespoke mandates or private/alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices