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RAND ADVISORS, LLC
2101 Cedar Springs Road
Suite 1200
Dallas, Texas 75201
Tel: 214-908-8130
About RAND ADVISORS, LLC
RAND ADVISORS, LLC, formally registered with the SEC as RAND ADVISORS, LLC. The firm was established in 08/28/2014. They have over 2 offices throughout the country.
RAND ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $147,863,110 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172839 |
| SEC# | 801-80265 |
| Assets Managed by Firm | $147,863,110 |
| No. of Clients | 80 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $147,863,110 |
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