300 E. Main Street
Los Gatos, California 95030
Tel: (408) 354-3400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170346 |
SEC# | 801-107140 |
Assets Managed by Firm | $206,109,362 |
No. of Clients | 337 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 337 | $206,109,362 |
Individuals (other than high net worth individuals) | 275 | $56,519,647 |
High net worth individuals | 62 | $149,589,715 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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