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Russell Romanelli

WOLF FINANCIAL MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
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1901 S MEYERS ROAD, OAKBROOK TERRACE, IL 60181-5210CRD# 3198483Firm CRD# 44225
01

About

Russell Romanelli is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with WOLF FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOLF FINANCIAL MANAGEMENT, LLC
WOLF FINANCIAL MANAGEMENT, LLC
AUM
$20M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3198483
Firm CRD# 44225
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Russell Romanelli offer?
Russell Romanelli specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Russell Romanelli's credentials?
Russell Romanelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Romanelli located?
Russell Romanelli is based in OAKBROOK TERRACE, Illinois, working with WOLF FINANCIAL MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Russell Romanelli charge for services?
Russell Romanelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLF FINANCIAL MANAGEMENT, LLC?
WOLF FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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