John Trotta, Cpa (Farmingdale)
John Trotta, Cpa is a mid-sized advisory firm based in Farmingdale. It manages $37.43 million of regulatory assets for 171 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.
John Trotta, Cpa provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
John Trotta, Cpa: assets under management
The assets under management (AUM) of John Trotta, Cpa is $37.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay John Trotta, Cpa for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Farmingdale
The principal office where John Trotta, Cpa performs its advisory services is located at 1111 Route 110, Farmingdale, NY 11735, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-226-9046 or by fax 631-226-6185. The normal business hours are 9-5 on Monday - Friday.
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