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Building 2RANDOLPH MANAGED INVESTMENTS

Map pinSANTA ROSA, CA
Phone707-573-1357
NotebookSEC #801-66529
Total AUM
$51.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 OLD COURT HOUSE SQAURE
SUITE 303
SANTA ROSA
CA 95404-4923
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
707-573-1357

ReceiptFinancials

Total AUM
$51.6M
Accounts
60
Discretionary
$38.8M
Accounts
56
Non-Discretionary
$12.8M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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