Overview
Assets Under Management: $157 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
DALE Q. RICE INVESTMENT MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310614), DALE Q. RICE INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
DALE Q. RICE INVESTMENT MANAGEMENT is headquartered in VANCOUVER, WA.
DALE Q. RICE INVESTMENT MANAGEMENT serves 71 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, DALE Q. RICE INVESTMENT MANAGEMENT offers portfolio management for individuals. View all service details ↓
DALE Q. RICE INVESTMENT MANAGEMENT manages $157 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, DALE Q. RICE INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 266
Discretionary Accounts: 264
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310614
Filing ID: 2054902
Last Filing Date: 2026-02-18 09:59:06