RAND ADVISORS, LLC

DALLAS, Texas·2 registered advisors·CRD# 172839
SEC# 801-802651214-908-8130
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 PlanningFee-Only Advisory
04

Advisors at RAND ADVISORS, LLC

2 registered advisors
Gabriella Gonzaga
SARATOGA SPRINGS, New York
Mark Patrick
DALLAS, Texas
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.