Rand Group Financial
Firm details
- Headquarters
- ,
- CRD number
- 329132
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.5%
- Individuals2.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rand Group Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging clients a percentage-of-AUM fee. Its client base is concentrated on individual and family relationships rather than institutional or pension clients. Rand Group Financial does not market itself as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Daniella Rand
Managing Member And Chief Compliance OfficerCRD 4321414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
New West Investment Management, Inc.
RIALions Wealth Management
RIASt Louis Park, MN
DBA Fee Only Financial Planning, Inc.
RIADigital Asset Investment Management
RIAPalm Beach Gardens, FL
Derks Financial, LLC
RIALee's Summit, MO
Nardene Wealth Management Inc
RIABrentwood, CA