600 West Broadway Suite 1000
San Diego, California 92101
Tel: 619-239-9005
RICE HALL JAMES & ASSOCIATES LLC, formally registered with the SEC as RICE HALL JAMES & ASSOCIATES LLC. The firm was established in 02/13/2003. They have over 2 offices throughout the country.
RICE HALL JAMES & ASSOCIATES LLC is a San Diego, California based Financial Planning firm with nearly $1,802,790,332 assets under management, offering retirement planning & investment advisory services to 303 clients. The firm is staffed with 27 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125410 |
SEC# | 801-61905 |
Assets Managed by Firm | $1,802,790,332 |
No. of Clients | 303 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 303 | $1,802,790,332 |
Individuals (other than high net worth individuals) | 158 | $260,946,219 |
High net worth individuals | 90 | $91,536,597 |
Pension and profit sharing plans | 5 | $220,748,553 |
Charitable organizations | 15 | $59,283,285 |
Corporations or other businesses | 12 | $237,728,781 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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