MATAURO, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.05B |
| Discretionary | $1.03B98% of AUM |
| Non-Discretionary | $20.2M |
| Client Accounts | 2,405 |
| Avg Account Size | $435K |
| Employees | 16 |
| Peak AUM | $1.05BJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +49.0% | — | — | |
| Discretionary AUM | $1.0B | ||||
Key Metrics
| Total AUM | $1.05B |
| Discretionary | $1.03B |
| Employees | 16 |
| Client Accounts | 2405 |
| Client Range | 0 |
Contact & Location
Address
1325 AVENUE OF THE AMERICAS
NEW YORK NY 10019
Phone
845-273-6211
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.0B
98.1% of AUM
Non-Discretionary
$20M
1.9% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Registered Rep