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| Happy Holidays!! thanks for using AUM13F!! |
| Romano Brothers and Company
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| CRD # | 3215 |
| SEC # | 801-27061 |
| CIK # | 0000200648 |
| AUM | $1.4 B (2025-01-31) |
| Employees | 16 (50% Investors, 75% Brokers) |
| Phone | 847-866-7700 |
| Address | 1560 Sherman Avenue Evanston, IL 60201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000200648 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 25.6 | ||
| AbbVie Inc | 23.5 | ||
| Apple Inc | 21.4 | ||
| CACI International Inc /DE/ | 21.4 | ||
| Microsoft Corp | 20.1 | ||
| Fiserv Inc | 11.6 | ||
| Oracle Corp | 10.9 | ||
| Cisco Systems Inc | 10.6 | ||
| International Business Machines Corp | 10.0 | ||
| Nvidia Corp | 9.4 | ||
| Duke Energy Corp | 9.2 | ||
| Abbott Laboratories | 9.2 | ||
| Amazon Com Inc | 9.1 | ||
| United Technologies Corp /DE/ | 9.0 | ||
| Check Point Software Technologies Ltd | 8.7 | ||
| Alphabet Inc | 8.4 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Fedex Corp | 7.5 | ||
| Ares Capital Corp | 7.5 | ||
| Digital Realty Trust Inc | 7.0 | ||
| Caterpillar Inc | 6.6 | ||
| Omega Healthcare Investors Inc | 6.2 | ||
| Eaton Corp Ltd | 6.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 176.2 |
| (b) Individuals (high net worth individuals) | 461 | 1,121.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 21.8 |
| (h) Charitable organizations | 16 | 48.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,015 | 1,388.5 |
| By Discretionary | ||
| Discretionary | 2,015 | 1,388.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,015 | 1,388.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,388.5 | |
| Total | 2,015 | 1,388.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000200648] |
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|---|---|---|
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1.4 | |
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Bloom Advisors Inc
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Anchor Investment Management LLC
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SC | 1.4 |