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RICE FINANCIAL CONSULTING, INC.
CRD 170346 · SEC 801-107140
300 E. MAIN STREET, LOS GATOS, CA, 95030, United States
Phone
(408) 354-3400
Fax
(408) 354-3404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.2M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $71.9M |
| High net worth individuals | 66 | $198.4M |
| Corporations/business entities | 18 | $16.9M |
States served
AZ, CA, NV, OR, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD