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Roman Retirement Planning, LLC
ROMAN RETIREMENT PLANNING, LLC is an SEC-registered investment adviser in MASHPEE, MA. The firm manages $66 million in assets on a discretionary basis.
Roman Retirement Planning, LLC
ROMAN RETIREMENT PLANNING, LLC is an SEC-registered investment adviser in MASHPEE, MA. The firm manages $66 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2018
Location
City
Mashpee
Sector focus
Frequently asked questions
Who runs investment decisions at Roman Retirement Planning, LLC?
No named principals or investment decision-makers have been publicly disclosed for Roman Retirement Planning, LLC. The firm's leadership structure is not documented in available public records.
What type of firm is Roman Retirement Planning, LLC?
The firm is classified as a registered investment advisor (RIA), which suggests it provides fiduciary financial planning and investment management services to retail clients. No specific subtype (e.g., single-family office) has been identified.
What services does Roman Retirement Planning, LLC offer?
Based on its name and RIA classification, the firm likely offers retirement planning, investment management, and financial advisory services. Specific service offerings are not publicly detailed.
Is Roman Retirement Planning, LLC related to any larger financial firm?
No public information ties Roman Retirement Planning, LLC to a parent company, larger institution, or family office. It appears to operate as an independent entity.
What is the AUM of Roman Retirement Planning, LLC?
The firm does not disclose its AUM publicly, and no external estimates are available. Its scale remains unknown.
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