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Edward William Roman

HACK VC MANAGEMENT, LLC·PALO ALTO, California
Unclaimed Profile
251 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 6827316Firm CRD# 315702
01

About

Edward William Roman is a registered financial advisor based in PALO ALTO, California, affiliated with HACK VC MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HACK VC MANAGEMENT, LLC
HACK VC MANAGEMENT, LLC
AUM
$420M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at HACK VC MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6827316
Firm CRD# 315702
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward William Roman offer?
Edward William Roman specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.
What are Edward William Roman's credentials?
Edward William Roman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward William Roman located?
Edward William Roman is based in PALO ALTO, California, working with HACK VC MANAGEMENT, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Edward William Roman charge for services?
Edward William Roman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HACK VC MANAGEMENT, LLC?
HACK VC MANAGEMENT, LLC has approximately 15 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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