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RAND ADVISORS, LLC
RAND ADVISORS, LLC
DALLAS, Texas
·
2 registered advisors
·
CRD# 172839
SEC# 801-80265
1
214-908-8130
01
Firm Overview
AUM
$148M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at RAND ADVISORS, LLC
2 registered advisors
Gabriella Gonzaga
SARATOGA SPRINGS, New York
CRD# 6183840
Mark Patrick
DALLAS, Texas
CRD# 7626259
05
Office Locations
DALLAS, Texas
1 advisor
SARATOGA SPRINGS, New York
1 advisor
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Data sourced from SEC Form ADV filings. RAND ADVISORS, LLC (CRD# 172839) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.