Randall & Associates Wealth Management
Firm details
- Headquarters
- Butler, Pennsylvania
- CRD number
- 323846
- Registered since
- November 30, 2022
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.64%
- Individuals33.31%
- Corporations / Businesses0.84%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Randall & Associates Wealth Management is an independent registered investment adviser that provides fee-based planning and portfolio management primarily to individuals and families. The firm offers financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting services. It uses a mix of billing approaches — percentage of assets under management, hourly charges and fixed fees — and is not positioned as an ESG-focused allocator. The adviser is owner-operated and began SEC registration in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Donovan Slater
Investment Adviser RepresentativeCRD 7331110
Collin Randall
Financial Advisor & PrincipalCRD 5806503
Vanessa Mccall
Office ManagerCRD 4685387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$195M in ETFs
91%
$177M
9%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $19.1M | 217,296 | 9.80% |
Location
Butler, PA
Butler
Location
Butler, PA
Headquartered in Butler, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Butler
- Address
- 122 S Washington St
- Time zone
- ET (UTC-5)
- Office locations
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