MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

CRD 125584File 801-130193

APPROVED

Retail clients

Custody

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$168.7M

Bottom 25% of cohort (national)

Discretionary AUM

$165.6M

Non-discretionary $3.1M

Clients

214

213 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: May 2, 2024
Principal office: 180 OLD TAPPAN RD BLDG #5 FL 1, OLD TAPPAN, NJ, 07675-7052
Phone: 201-768-0218
Website: https://www.facebook.com/MJPandCo

Assets & accounts

ADV Item 5F

Total regulatory AUM: $168.7M
Discretionary AUM: $165.6M
Non-discretionary AUM: $3.1M
Discretionary accounts: 211
Non-discretionary accounts: 2
Total accounts: 213
AUM per client: $788K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$878K
High net worth individuals	58	$98.9M
Pooled investment vehicles	3	$3.5M
Individuals (other than high net worth individuals)	152	$65.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.