Randall Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 325328
- Website
- randall-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals85.38%
- HNWI14.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Randall Financial LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and runs educational seminars and workshops. Its fee structure is flexible and includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Randall Financial reports that it integrates ESG considerations into its investment approach.
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities4%
- US Government Bonds1%
- State & Local Bonds1%
- Sovereign Bonds1%
Contacts
1 of 1
Charles Randall
Founder and PresidentCRD 2209839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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