Tomoro

RIASEC Registered

Total AUM

$336M

Discretionary

$336M

100% of AUM

Avg account

$199K

Accounts

1,683

Employees

Advisory reps

Firm details

Headquarters: Colts Neck, New Jersey
CRD number: 340227
Registered since: June 4, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.52%
HNWI44.83%
Corporations / Businesses4.63%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tomoro is an independent registered investment adviser organized as a limited liability company that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC registered (registration year 2026) and offers a mix of fee arrangements, including a percentage-of-AUM model alongside hourly and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Tomoro is not characterized as an active ESG investor. Ownership is split between a domestic entity and an individual. The firm’s activities emphasize discretionary portfolio management and adviser selection, indicating a model that combines in‑house management with allocations to outside managers.