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RAND WEALTH, LLC
RAND WEALTH, LLC
RAND & ASSOCIATES
BALTIMORE, Maryland
·
2 registered advisors
·
CRD# 157807
SEC# 801-72391
1
410-454-2171
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at RAND WEALTH, LLC
2 registered advisors
Andrew Jerome Rand
SAN FRANCISCO, California
CFP
CRD# 2648600
David Robert Griffin
SAN FRANCISCO, California
CRD# 6097893
05
Office Locations
SAN FRANCISCO, California
2 advisors
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Data sourced from SEC Form ADV filings. RAND WEALTH, LLC (CRD# 157807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.