R
CRD: 329132
Rand Group Financial
SAN Francisco, CA
4087759749
$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Rand Group Financial
Rand Group Financial is a SAN Francisco-based RIA. The firm has been operating for 2 years. Managing $80.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$80.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Summit Eagle vertex
Investment Themes
Unison Summit element
Investment Vehicles
Meridian
Services
Insight ember Horizon value Meridian
Owner & Executives
D
DANIELLA R. RAND
Chief Compliance Officer, Managing Member
- CRD
- #4321414
- Ownership
- 75% or more
(420) 732-1852
signal.frontier@eaglecapital.com
in linkedin.com/in/element-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
Public Funds:
77.6% Cash:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $394,869,695 | 77.6% |
| Cash | $113,983,005 | 22.4% |
| Total | $508,852,700 | 100.0% |