CRD: 308210
Rice Wealth Management Group, Inc.
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
About Rice Wealth Management Group, Inc.
Rice Wealth Management Group, Inc. is a New Jersey RIA led by Brian Rice providing fiduciary financial planning and investment management for families and business owners. The firm builds customized portfolios and retirement plans with a global, macro/micro-informed view, uses rigorous research and manager vetting, and actively reviews portfolios to keep strategies aligned with client goals. Custody includes Raymond James.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brian Jerome Rice
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #2103354
- Ownership
- 75% or more
SUE ELLEN POLLACK
MANAGING DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,864,674 | -- |
| Non-Discretionary | $15,504,557 | -- |
| Total | $94,369,231 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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