Tomoro
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
FINTRXOverview
Tomoro is an independent registered investment adviser organized as an LLC that began SEC registration in 2026. The firm serves both individual and family clients as well as institutional clients, charging a mix of percentage-of-AUM, hourly, and fixed fees. Tomoro describes itself as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities13%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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