Overview
Assets Under Management: $1.4 billion
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 461
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 461
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,015
Discretionary Accounts: 2,015
Regulatory Filings
CRD Number: 3215
Last Filing Date: 2025-01-31 00:00:00
Website: https://romanowealth.com