14 Lafayette Square
Suite 1405
Buffalo, New York 14203
Tel: 716-853-0802
RAND CAPITAL MANAGEMENT, formally registered with the SEC as RAND CAPITAL MANAGEMENT. The firm was established in 07/17/2019. They have over 2 offices throughout the country.
RAND CAPITAL MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $121,073,077 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 304504 |
SEC# | 801-116971 |
Assets Managed by Firm | $121,073,077 |
No. of Clients | 3 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3 | $121,073,077 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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