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Building 2DALE Q. RICE INVESTMENT MANAGEMENT

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Phone360-693-7577
NotebookSEC #801-123463
Total AUM
$156.6M
Employees
4
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
360-693-7577
Other Offices
1

ReceiptFinancials

Total AUM
$156.6M
Accounts
266
Discretionary
$154.1M
Accounts
264
Non-Discretionary
$2.5M
Accounts
2

ContactClients

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Individual Clients
37
AUM
$22.5M
HNW Individual Clients
71
AUM
$124.3M
Pension/Profit Sharing Plan Clients
7
AUM
$5M
Insurance Company Clients
6
AUM
$4.2M
Corporation or Business Clients
1
AUM
$595.7K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORWA

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

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