Romano Wealth Management has been investing since 1962 and has more than 50 years of experience in investment management, overseeing more than $1 Billion in assets. The firm co-invests alongside its clients, on the view that having personal money at stake sharpens investment judgment. Since the most attractive opportunities are rare, the firm applies each one across its client base as well as in its own profit sharing and personal accounts. In short, it looks for ideas it would use in its own portfolios. Clients include individuals, corporations, foundations, and trusts, with investments in exchange traded funds (ETFs), corporate bonds, government securities, tax exempt bonds and common stocks.
Public regulatory records matched to Romano Wealth Management from SEC and IRS filings.
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Romano Wealth Management is a multi family office (mfo) based in Evanston, United States, managing approximately $1.0B in assets.
Romano Wealth Management is headquartered in Evanston, United States.
Romano Wealth Management manages approximately $1.0B in assets under management.
Romano Wealth Management focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Direct Investing, Debt Management, Equity/Mutual Funds.
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