TOMORO

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
17
Advisory reps
0

Firm details

Headquarters
COLTS NECK, New Jersey
CRD number
340227
Registered since
June 4, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tomoro is a newly formed limited liability company that registered with the SEC in 2026. The firm positions itself as a capital allocator and an advisory platform that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. A notable part of its stated activity is the selection of other advisers, which indicates an emphasis on manager selection and outsourcing or co-advisory relationships rather than exclusively in-house-only management. Tomoro’s fee model is flexible: it lists percentage-of-AUM billing alongside hourly charges and fixed fees, suggesting it plans to serve a mix of ongoing advisory relationships and project-based engagements. The firm is not an active ESG investor, does not operate as a multi-state adviser under the current reporting, and does not provide pension consulting services. It is classified as unclassified in the snapshot data and is not listed as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLTS NECK, NJ

MONMOUTH

Location

COLTS NECK, NJ

Headquartered in COLTS NECK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
293 Nj-34
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth