Tech stack
No one at Patrick Mauro Investment Advisor, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $170M held · filed Feb 2024
Morgan Stanley
Per Form ADV · $17M held · filed Feb 2024