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RandoLPh, Michael Alan (Santa Rosa)


RandoLPh, Michael Alan is a large advisory firm based in Santa Rosa. It manages $51.62 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

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RandoLPh, Michael Alan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

RandoLPh, Michael Alan: assets under management

The assets under management (AUM) of RandoLPh, Michael Alan is $51.62 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $38.83 million in discretionary accounts and $12.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $693.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay RandoLPh, Michael Alan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Rosa

The principal office where RandoLPh, Michael Alan performs its advisory services is located at 50 Old Court House Sqaure, Santa Rosa, CA 95404 4923, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-573-1357 or by fax 707-573-0309. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.investrmi.com.


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