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Building 2RANDALL & ASSOCIATES WEALTH MANAGEMENT

Map pinBUTLER, PA
Phone724-602-0075
NotebookSEC #801-126966
Total AUM
$167.2M
Employees
3
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 S WASHINGTON STREET
BUTLER
PA 16001
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
724-602-0075
Other Offices
1

ReceiptFinancials

Total AUM
$167.2M
Accounts
548
Discretionary
$151.4M
Accounts
499
Non-Discretionary
$15.9M
Accounts
49

ContactClients

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Individual Clients
119
AUM
$55.7M
HNW Individual Clients
47
AUM
$109.8M
Pension/Profit Sharing Plan Clients
1
AUM
$347.4K
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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