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RICE FINANCIAL CONSULTING, INC.

300 E. Main Street
Los Gatos, California 95030
Tel: (408) 354-3400

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About RICE FINANCIAL CONSULTING, INC.

RICE FINANCIAL CONSULTING, INC, formally registered with the SEC as RICE FINANCIAL CONSULTING, INC. The firm was established in 01/28/2016. They have over 1 offices throughout the country.

RICE FINANCIAL CONSULTING, INC. is a Los Gatos, California based Financial Planning firm with nearly $206,109,362 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170346
SEC#801-107140
Assets Managed by Firm$206,109,362
No. of Clients337
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total337$206,109,362
Individuals (other than high net worth individuals)275$56,519,647
High net worth individuals62$149,589,715

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