Be advised. This firm is no longer registered.

Rand & Associates

Rand & Associates (CRD# 157807) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,241,741,060 in 1,261 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
https://www.randwealth.com
By the Numbers
  • Total Assets Under Management
    1,242
    MILLION
  • Total Number of Accounts
    1,261
    ACCOUNTS
  • Average Account Value
    $984,727
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, LA, MA, NC, NV, NY, OR, TN, TX, UT, VA, WA

Financial Advisors at Rand & Associates
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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