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Building 2RICE FINANCIAL CONSULTING, INC.

Map pinLOS GATOS, CA
Phone(408) 354-3400
NotebookSEC #801-107140
Total AUM
$287.2M
Employees
5
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 E. MAIN STREET
LOS GATOS
CA 95030
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
(408) 354-3400

ReceiptFinancials

Total AUM
$287.2M
Accounts
369
Discretionary
$0
Accounts
0
Non-Discretionary
$287.2M
Accounts
369

ContactClients

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Individual Clients
285
AUM
$71.9M
HNW Individual Clients
66
AUM
$198.4M
Corporation or Business Clients
18
AUM
$16.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager Selection
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCAHINVORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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