Romano Wealth Management

  • Financial Services
  • Evanston IL
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
1560 Sherman Avenue Suite #1300, Evanston IL
Website
romanowealth.com
Phone
(847) 866-7700
Employees
9
Founded in
1962
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Romano Wealth Management

Romano Wealth Management is a privately held company based in Evanston, Illinois. With nine employees, the firm has managed over $1 billion in assets for clients since its founding in 1962. Romano Wealth Management offers investment management services to a diverse clientele including individuals, corporations, foundations, and trusts. Their investment approach focuses on common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs). The company distinguishes itself by its co-investment strategy. Romano Wealth Management believes in aligning its interests with its clients', utilizing the same investment opportunities across its client portfolio, profit sharing accounts, and personal holdings. Clients can visit romanowealth.com or contact Romano Wealth Management directly for more information.

Company Leadership

Richard Romano

Chairman

Phone Email

Romano Wealth Management Industry Tags

Fixed Income Products & Services
Trust & Estate Planning
Cash Management
Investment Management
Financial Planning
Financial Services
Financial Advisory Services
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10M 35 Dallas, TX 1961
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FAQ

What is the location of Romano Wealth Management's headquarters?
The headquarters of Romano Wealth Management are situated at 1560 Sherman Avenue Suite #1300, Evanston IL
What is Romano Wealth Management's phone number?
Romano Wealth Management's contact number is (847) 866-7700.
What is Romano Wealth Management's official website?
The official website of Romano Wealth Management can be found at romanowealth.com.
What is Romano Wealth Management's current revenue?
As of August 2015, Romano Wealth Management's annual revenue reached $10B.
How many employees does Romano Wealth Management currently have?
Romano Wealth Management employs approximately 9+ people as of August 2015
Which industries is Romano Wealth Management primarily operating in?
Romano Wealth Management operates in the following industries: Finance, Credit
Who is the Chairman of Romano Wealth Management?
Romano Wealth Management's Chairman is Richard Romano
What are Romano Wealth Management's industry tags?
Romano Wealth Management's industry tags include: Fixed Income Products & Services, Trust & Estate Planning, Cash Management
When was Romano Wealth Management founded?
Romano Wealth Management was founded in 1962.

Employee Directory

Key Employees

Joe Romano

President

Phone Email

Kim Carter

Sales Assistant

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Valerie Romano

Special Projects and Operations

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