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DALE Q. RICE INVESTMENT MANAGEMENT
10000 Ne 7th Avenue, #215
Vancouver, Washington 98685
Tel: 360-693-7577
About DALE Q. RICE INVESTMENT MANAGEMENT
DALE Q RICE INVESTMENT MANAGEMENT, formally registered with the SEC as DALE Q RICE INVESTMENT MANAGEMENT. The firm was established in 03/17/2022. They have over 1 offices throughout the country.
DALE Q. RICE INVESTMENT MANAGEMENT is a Vancouver, Washington based Financial Planning firm with nearly $103,110,138 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310614 |
| SEC# | 801-123463 |
| Assets Managed by Firm | $103,110,138 |
| No. of Clients | 255 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 255 | $103,110,138 |
| Individuals (other than high net worth individuals) | 82 | $29,295,399 |
| High net worth individuals | 23 | $67,170,161 |
| Pension and profit sharing plans | 7 | $2,936,057 |
| Corporations or other businesses | Fewer than 5 clients | $685,403 |
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