Santomenno Rocco Robert is an adviser based in Fair Lawn. It manages $17.26 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, and Texas.
Santomenno Rocco Robert provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as mortgage broker.
The assets under management (AUM) of Santomenno Rocco Robert is $17.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Santomenno Rocco Robert for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Santomenno Rocco Robert performs its advisory services is located at 0 40 Fair Lawn Parkway, Fair Lawn, NJ 07410 The mailing address of the firm is P.O. Box 2652, Fair Lawn, NJ 07410. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-797-8866 or by fax 201-797-8867. The normal business hours are 10:00 am - 4:30 pm and evening hours by appointmt on Monday - Friday.