Andrew Jerome Rand

CFP

1919 Investment Counsel, LLC

24 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

1919 Investment Counsel, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

5,137 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$24.0B

Fee Structure

Minimum Investment:$2M

Location

49 Stevenson Street, Suite 1075, san francisco, CA, 94105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

1919 Investment Counsel, LLC

October 2018 - Present · 7 yrs 4 mos

Previous Registrations

Rand & Associates

December 2011 - October 2018 · 6 yrs 10 mos

San Francisco Sentry Investment Group

April 2011 - August 2012 · 1 yr 4 mos

Howe Barnes Capital Management, INC.

December 2007 - March 2011 · 3 yrs 3 mos

Hoefer & Arnett Capital Management, INC.

March 2004 - December 2007 · 3 yrs 9 mos

Deutsche Investment Management Americas INC.

March 2001 - April 2004 · 3 yrs 1 mo

State Registrations14 states

AZCACOFLHIIDMANCNVOHORTXUTWA

Advisor

Exams

No exam information available for this advisor.