Rich & Company LLC

Overview

Rich & Company LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing third-party managers alongside direct portfolio management. Its service mix includes financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions, plus selection of other advisers and educational seminars or workshops. The firm also lists accounting among its business activities. Fee arrangements are flexible: percentage of AUM, hourly billing, and fixed fees are all used. Rich & Company does not position itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives