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Building 2DALE Q. RICE INVESTMENT MANAGEMENT

Map pinVANCOUVER, WA
Phone360-693-7577
NotebookSEC #801-119500
Total AUM
$77.2M
Employees
1
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1917 MAIN STREET
VANCOUVER
WA 98660
United States
Operating Hours
9-5
Monday - Friday
Phone
360-693-7577

ReceiptFinancials

Total AUM
$77.2M
Accounts
185
Discretionary
$67.3M
Accounts
173
Non-Discretionary
$9.9M
Accounts
12

ContactClients

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Individual Clients
55
AUM
$11.2M
HNW Individual Clients
28
AUM
$65.7M
Corporation or Business Clients
1
AUM
$253.8K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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