Dale Q. Rice Investment Management, WA — Investment Adviser | BuildTrust

DALE Q. RICE INVESTMENT MANAGEMENT

Investment AdviceVANCOUVER, WAActive

Assets Under Management

$132.6M

Total AUM

Donut chart: Discretionary 130.2M, Non-Discretionary 2.3M
Category	Value
Discretionary	130.2M
Non-Discretionary	2.3M

Adviser Information

Field	Value
CRD Number	310614
SEC Number	801-123463
Street Address	10000 NE 7TH AVENUE, #215
Location	VANCOUVER, WA 98685
Country	United States
Phone	360-693-7577
Fax	360-695-3899
Total Employees	4
Business Types	insurance_broker

Client Count by Type (121 Total)

Horizontal bar chart: Individuals (other than H… 75, High Net Worth Individual… 33, Pension/Profit Sharing Pl… 7, Insurance Companies 6
Category	Value
Individuals (other than H…	75
High Net Worth Individual…	33
Pension/Profit Sharing Pl…	7
Insurance Companies	6