D
CRD: 310614
Dale Q. Rice Investment Management
Henderson, NV
3606937577
$156.6M Total AUM
$154.1M Disc. AUM
20.2% 3Y CAGR
4 Employees
121 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
-- Henderson NV
About Dale Q. Rice Investment Management
Dale Q. Rice Investment Management is a Henderson-based RIA. The firm has been operating for 5 years. Managing $156.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$156.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Matrix
Client Personas
Oak
Investment Themes
Capital Meridian harbor
Investment Vehicles
Ridge optima
Services
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Owner & Executives
D
DALE QUINTIN RICE
Chief Compliance Officer, Owner
- CRD
- #2394106
- Ownership
- 75% or more
(529) 267-3207
beacon.wave@bridgecapital.com
in linkedin.com/in/insight-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,108,797 | $583,745 |
| Non-Discretionary | $2,482,826 | $1,241,413 |
| Total | $156,591,623 | $588,690 |
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Separately Managed Accounts
Total SMA Asset: $156,591,623
Public Funds:
37.8% Equity - Exchange:
16.1% Cash:
46.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,807,408,982 | 37.8% |
| Equity - Exchange | $1,195,748,270 | 16.1% |
| Cash | $3,423,850,636 | 46.1% |
| Total | $7,427,007,888 | 100.0% |