Daniel Mauro
Daniel Mauro is a registered investment advisor at Patrick Mauro Investment Advisor, INC., based in Oak Brook, IL, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 141 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Location
Oak Brook, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is the Chief Investment Officer of Army Capital, LLC, focusing on proprietary equity trading and investments. He spends a few hours per week on this activity, outside of PMIA's normal business hours, and receives no compensation.
Employment History
Current Registrations
Patrick Mauro Investment Advisor, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.