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Building 2RICE HALL JAMES & ASSOCIATES LLC

Map pinSAN DIEGO, CA
Phone619-239-9005
NotebookSEC #801-61905
Total AUM
$1.7B
Employees
23
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 WEST BROADWAY SUITE 1000
SAN DIEGO
CA 92101
United States
Operating Hours
6:30AM TO 3:30PM
Monday - Friday
Phone
619-239-9005
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
249
Discretionary
$1.7B
Accounts
249
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
143
AUM
$245.7M
HNW Individual Clients
68
AUM
$100.7M
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$90.6M
Pooled Vehicle Clients
1
AUM
$449M
Pension/Profit Sharing Plan Clients
3
AUM
$273.1M
Charitable Organization Clients
9
AUM
$40.3M
Government Entity Clients
8
AUM
$307.9M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
10
AUM
$179M
Other Clients
6
AUM
$54M
Description of Other Clients
WRAP

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
OTHER: WRAP
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILLAMAMNMONCNHNJNYOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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