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ROMANO WEALTH MANAGEMENT
1560 Sherman Avenue
Ste 1300
Evanston, Illinois 60201
Tel: 847-866-7700
About ROMANO WEALTH MANAGEMENT
ROMANO WEALTH MANAGEMENT, formally registered with the SEC as ROMANO WEALTH MANAGEMENT. The firm was established in 05/23/1986. They have over 1 offices throughout the country.
ROMANO WEALTH MANAGEMENT is a Evanston, Illinois based Financial Planning firm with nearly $1,388,470,813 assets under management, offering retirement planning & investment advisory services to 2015 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3215 |
| SEC# | 801-27061 |
| Assets Managed by Firm | $1,388,470,813 |
| No. of Clients | 2015 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2015 | $1,388,470,813 |
| Individuals (other than high net worth individuals) | 455 | $176,217,669 |
| High net worth individuals | 461 | $1,121,498,610 |
| Pension and profit sharing plans | 12 | $21,832,652 |
| Charitable organizations | 16 | $48,815,858 |
| Corporations or other businesses | 5 | $20,106,024 |
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