Randolph & Associates, LLC
RIASEC Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$138K
Accounts
81
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 108817
- Website
- www.randolphassociates.net
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.43%
- Individuals28.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Randolph & Associates, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not actively engage in ESG investing, it has established a client base that includes individuals and families. The firm does not classify itself as a capital allocator or pension consultant, and it does not operate as a multi-state adviser.
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 Funds75%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Vicki Wille
PresidentCRD 1192985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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