Randall Financial Group, LLC
CRD 134804SEC# 801-136827Smithfiled, RI
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.
Randall Financial Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Pellegrino Control | Manager | Under 5% | 2025 |
| Jason M Jolin Control | Manager | Under 5% | 2025 |
| Lisa Dandeneau Control | Manager | Under 5% | 2025 |
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Join to unlock · $37/moFrequently 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
| Address | 1005 Douglas Pike, Smithfiled, RI 02917 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$107.6Mregulatory AUM
Discretionary $94.3MNon-discretionary $13.3M