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PRATO CAPITAL MANAGEMENT
70 Gedney Way
White Plains, New York 10605
Tel: 914-930-6871
About PRATO CAPITAL MANAGEMENT
PRATO CAPITAL MANAGEMENT, formally registered with the SEC as PRATO CAPITAL MANAGEMENT. The firm was established in 10/12/2017. They have over 1 offices throughout the country.
PRATO CAPITAL MANAGEMENT is a White Plains, New York based Financial Planning firm with nearly $195,749,788 assets under management, offering retirement planning & investment advisory services to 665 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289917 |
| SEC# | 801-111842 |
| Assets Managed by Firm | $195,749,788 |
| No. of Clients | 665 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 665 | $195,749,788 |
| Individuals (other than high net worth individuals) | 241 | $77,410,171 |
| High net worth individuals | 30 | $58,924,320 |
| Pension and profit sharing plans | 22 | $34,209,325 |
| Charitable organizations | 2 | $344,311 |
| Corporations or other businesses | 8 | $3,926,993 |
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