Overview
Assets Under Management: $1.4 billion
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 461
Average Client Assets: $2 million
Frequently Asked Questions
ROMANO BROTHERS AND COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #3215), ROMANO BROTHERS AND COMPANY is subject to fiduciary duty under federal law.
ROMANO BROTHERS AND COMPANY is headquartered in EVANSTON, IL.
ROMANO BROTHERS AND COMPANY serves 461 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, ROMANO BROTHERS AND COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
ROMANO BROTHERS AND COMPANY manages $1.4 billion in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, ROMANO BROTHERS AND COMPANY serves high-net-worth individuals. View client details ↓
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