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NCU INVESTMENT SOLUTIONS
RANDALL FINANCIAL GROUP, LLC
CRD 134804
1005 DOUGLAS PIKE, SMITHFILED, RI, 02917, United States
Phone
401-228-0100
Fax
401-228-0101
Registration
— (—)
Source
State registered
Total AUM
$107.6M
Discretionary AUM
$94.3M
Team
8 total employees; 6 advisory reps; 70 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $33.7M |
| High net worth individuals | 30 | $68.2M |
All web addresses on file
Official SEC filing: View on IAPD