Sign in
Create a free account
RAND & ASSOCIATES
BALTIMORE, MD
410-454-2171
SEC #801-72391Total AUM
$1.3B
Employees
12Clients
545Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE SOUTH STREET
SUITE 2500
BALTIMORE
MD 21202
United States
SUITE 2500
BALTIMORE
MD 21202
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
410-454-2171
Other Offices
1
Financials
Total AUM
$1.3B
Accounts
1,266Discretionary
$1.2B
Accounts
1,260Non-Discretionary
$11.9M
Accounts
6
Clients
Individual Clients
213AUM
$102M
HNW Individual Clients
296AUM
$975.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
11AUM
$19.6M
Charitable Organization Clients
13AUM
$141.8M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
7AUM
$19.7M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHILAMANCNVNYORTNTXUTVAWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.