RICE WEALTH MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- FAIR HAVEN, New Jersey
- CRD number
- 308210
- Website
- www.ricewealthmgt.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.91%
- Individuals31.34%
- Pension & Profit Sharing Plans3.75%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rice Wealth Management Group, Inc. is a privately owned corporate RIA that manages portfolios for individuals, families and some institutional clients. The firm bills on a percentage-of-assets basis and performs discretionary portfolio management for individuals and small businesses while also selecting third-party advisers when appropriate. It identifies as a capital allocator and is affiliated with an insurance company. Rice Wealth Management Group does not characterize itself as an active ESG investor and does not operate as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities17%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Brian Rice
President, CEOCRD 2103354
Contacts
1 of 1SUE POLLACK
Managing Director, OperationsCRD 1578890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIR HAVEN, NJ
MONMOUTH
Location
FAIR HAVEN, NJ
Headquartered in FAIR HAVEN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 731 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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