Overview
Assets Under Management: $1.8 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 79
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.43
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 265
Discretionary Accounts: 265
Regulatory Filings
CRD Number: 125410
Filing ID: 1943409
Last Filing Date: 2025-03-28 13:53:00
Website: https://ricehall.com