14 Lafayette Square
Suite 1405
Buffalo, New York 14203
Tel: 617-880-7494
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 $157,712,543 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304504 |
| SEC# | 801-116971 |
| Assets Managed by Firm | $157,712,543 |
| No. of Clients | 3 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $157,712,543 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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