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Randall Financial Group, LLC

CRD 134804SEC# 801-136827Smithfiled, RI
Export (members)
No longer SEC-registered. Randall Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.6M
Employees
8
Accounts
373
Location
Smithfiled, RI

Randall Financial Group, LLC assets under management

Randall Financial Group, LLC is an SEC-registered investment adviser based in Smithfiled, RI. It reports $107.6 million in regulatory assets under management and employs 8 people.
View on SEC.gov ↗

Randall Financial Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
David Pellegrino ControlManagerUnder 5%2025
Jason M Jolin ControlManagerUnder 5%2025
Lisa Dandeneau ControlManagerUnder 5%2025
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Frequently asked questions

How much does Randall Financial Group, LLC manage?

Randall Financial Group, LLC reports $107.6 million in regulatory assets under management on its Form ADV.

How many employees does Randall Financial Group, LLC have?

Randall Financial Group, LLC reports 8 employees.

Where is Randall Financial Group, LLC located?

Randall Financial Group, LLC is based in Smithfiled, RI.

Does Randall Financial Group, LLC disclose fund performance?

Randall Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1005 Douglas Pike, Smithfiled, RI 02917
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$94.3M
Non-discretionary$13.3M
Total (RAUM)$107.6M