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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-2014
- Office Locations
- 1
Office Locations
About Rice Financial Consulting, Inc.
Rice Financial Consulting, Inc. is a Los Gatos, CA-based RIA led by Stephen M. Rice and Dorothy Janet Hundrieser. The firm provides portfolio construction and insurance/life-insurance planning for retail and institutional clients, using public funds such as mutual funds and annuities with focus areas including fixed income and real estate. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN MANFRED RICE
Owner, President
- CRD
- #1064788
- Ownership
- 75% or more
DOROTHY JANET HUNDRIESER
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5463414
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Janelle Denae Hansen
--
- CRD
- #7930726
MARIA YATES
--
- CRD
- #7617288
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $287,165,396 | $778,226 |
| Total | $287,165,396 | $778,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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