This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2024
- Office Locations
- 1
Office Locations
About Rich & Company LLC
Rich & Company is a Milton, GA-based RIA providing strategic, concierge financial services and multi-family office support for high-net-worth individuals and families. Services include tax advisory, estate planning/management, fiduciary services, insurance evaluation, bill pay, family banking strategy, and private investment services. The firm is led by Managing Director/CPA David Rich and custody is with Charles Schwab & Co.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Wayne Rich
Chief Compliance Officer, Managing Director
- CRD
- #7812942
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,448,296 | -- |
| Total | $16,448,296 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing