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Dale Q. Rice Investment Management, Ltd.

● SEC registered since 2022CRD 310614SEC# 801-123463Vancouver, WA
Export (members)
Reg. AUM
$132.6M
Employees
4
Accounts
265
Location
Vancouver, WA

Dale Q. Rice Investment Management, Ltd. assets under management

Dale Q. Rice Investment Management, Ltd. operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2022. It reports $132.6 million in regulatory assets under management and employs 4 people.

Dale Q. Rice Investment Management, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Dale Quintin Rice ControlOwner / Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Dale Q. Rice Investment Management, Ltd. manage?

Dale Q. Rice Investment Management, Ltd. reports $132.6 million in regulatory assets under management on its Form ADV.

How many employees does Dale Q. Rice Investment Management, Ltd. have?

Dale Q. Rice Investment Management, Ltd. reports 4 employees.

Where is Dale Q. Rice Investment Management, Ltd. located?

Dale Q. Rice Investment Management, Ltd. is based in Vancouver, WA and has been SEC-registered since 2022.

Does Dale Q. Rice Investment Management, Ltd. disclose fund performance?

Dale Q. Rice Investment Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10000 NE 7th Avenue, #215, Vancouver, WA 98685
Phone360-693-7577
Fax360-695-3899
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.2M
Non-discretionary$2.3M
Total (RAUM)$132.6M