RAND WEALTH LLC Overview

Rand Wealth Llc is an investment advisor that manages 945.6 MM dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 766MM in positions, representing 81% of the manager's regulatory AUM.

RAND WEALTH LLC StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RAND WEALTH LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 4.16% ETF -1.24% -0.07% 0 3%
VEU 2.78% ETF -3.87% -0.15% 0 2%
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FEATURED IN
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RAND WEALTH LLC Founders and Key Employees

Name Title In Position Since
Andrew J. Rand Managing Member, Chief Compliance Officer May-2011

RAND WEALTH LLC Brokers, Custodians, Auditors and Administrators

Type Company

RAND WEALTH LLC Investment Strategy

Item 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS

Rand & Associates generally utilizes fundamental analysis techniques and methods to establish its opinion on the value of a security. Fundamental analysis involves analyzing real data, including overall economic and company-specific information, to form an opinion as to the value of a particular investment. In performing these analyses, the Firm consults third-party research materials, company annual reports and other regulatory filings, and various financial news services.

INVESTMENT STRATEGY

Rand & Associates typically offers advice principally on the following types of securities: (1) equities (exchange listed, over-the-counter, and certain foreign issues); (2) corporate debt securities; (3) municipal debt securities; (4) United States government securities; (5) certificates of deposit; (6) exchange traded funds; (7) mutual funds; (8) opt...
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RAND WEALTH LLC Portfolio Concentration

RAND WEALTH LLC Location

650 CALIFORNIA STREET
24TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94108

RAND WEALTH LLC Contact Information

Phone Number: 415-500-6700
Fax Number: 415-500-6701
Website:

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