Rich & Company LLC

RIASEC Registered

Total AUM

$20.9M

Discretionary

$17.1M

82% of AUM

Avg account

$909K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Milton, Georgia
CRD number: 328351
Website: richcoadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.57%
Pooled Investment Vehicles16.95%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rich & Company LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm combines accounting and advisory roles, offering financial planning and portfolio management for individuals, small businesses, and institutional clients. It also provides selection of other advisers and runs educational seminars and workshops, reflecting a consultative, hands-on approach. Rich & Company functions as a capital allocator and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an ESG investor and is not registered as a multi-state adviser.