RICE FINANCIAL CONSULTING, INC.
CRD #170346 SEC #801-107140 LOS GATOS, CA (408) 354-3400
SEC Registered
Total AUM
$230.7M
Discretionary
$0
Employees
5
Clients
0
Accounts
348
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $230.7M | $0 | $230.7M | 5 | 0 |
| Oct 2024 | $206.1M | $0 | $206.1M | 3 | 0 |
| Jun 2024 | $206.1M | $0 | $206.1M | 3 | 0 |
| Mar 2024 | $206.1M | $0 | $206.1M | 2 | 0 |
| Mar 2023 | $175.4M | $0 | $175.4M | 2 | 0 |
| Oct 2022 | $175.5M | $0 | $175.5M | 2 | 0 |
| Mar 2022 | $175.5M | $0 | $175.5M | 2 | 0 |
| May 2021 | $164.3M | $0 | $164.3M | 2 | 0 |
| May 2021 | $164.3M | $0 | $164.3M | 2 | 0 |
| May 2021 | $164.3M | $0 | $164.3M | 2 | 0 |
| Apr 2021 | $151.7M | $0 | $151.7M | 2 | 0 |
| Mar 2021 | $151.7M | $0 | $151.7M | 2 | 0 |
| Feb 2021 | $146.1M | $0 | $146.1M | 2 | 0 |
| Jun 2020 | $146.1M | $0 | $146.1M | 2 | 0 |
| Mar 2020 | $146.1M | $0 | $146.1M | 2 | 0 |
| Jan 2020 | $125M | $0 | $125M | 2 | 0 |
| May 2019 | $125M | $0 | $125M | 3 | 0 |
| Feb 2019 | $125M | $0 | $125M | 2 | 0 |
| Feb 2018 | $145M | $0 | $145M | 2 | 0 |
| Sep 2017 | $135M | $0 | $135M | 2 | 300 |
| Mar 2017 | $118M | $0 | $118M | 2 | 100 |
| Mar 2016 | $103M | $0 | $103M | 2 | 1 |
| Mar 2016 | $102.4M | $0 | $102.4M | 2 | 248 |
| Jan 2016 | $102.4M | $0 | $102.4M | 2 | 248 |
| Jan 2016 | $102.4M | $0 | $102.4M | 2 | 248 |
DateMar 2025
Total AUM$230.7M
Discretionary$0
Non-Disc.$230.7M
Employees5
Clients0
DateOct 2024
Total AUM$206.1M
Discretionary$0
Non-Disc.$206.1M
Employees3
Clients0
DateJun 2024
Total AUM$206.1M
Discretionary$0
Non-Disc.$206.1M
Employees3
Clients0
DateMar 2024
Total AUM$206.1M
Discretionary$0
Non-Disc.$206.1M
Employees2
Clients0
DateMar 2023
Total AUM$175.4M
Discretionary$0
Non-Disc.$175.4M
Employees2
Clients0
DateOct 2022
Total AUM$175.5M
Discretionary$0
Non-Disc.$175.5M
Employees2
Clients0
DateMar 2022
Total AUM$175.5M
Discretionary$0
Non-Disc.$175.5M
Employees2
Clients0
DateMay 2021
Total AUM$164.3M
Discretionary$0
Non-Disc.$164.3M
Employees2
Clients0
DateMay 2021
Total AUM$164.3M
Discretionary$0
Non-Disc.$164.3M
Employees2
Clients0
DateMay 2021
Total AUM$164.3M
Discretionary$0
Non-Disc.$164.3M
Employees2
Clients0
DateApr 2021
Total AUM$151.7M
Discretionary$0
Non-Disc.$151.7M
Employees2
Clients0
DateMar 2021
Total AUM$151.7M
Discretionary$0
Non-Disc.$151.7M
Employees2
Clients0
DateFeb 2021
Total AUM$146.1M
Discretionary$0
Non-Disc.$146.1M
Employees2
Clients0
DateJun 2020
Total AUM$146.1M
Discretionary$0
Non-Disc.$146.1M
Employees2
Clients0
DateMar 2020
Total AUM$146.1M
Discretionary$0
Non-Disc.$146.1M
Employees2
Clients0
DateJan 2020
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees2
Clients0
DateMay 2019
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees3
Clients0
DateFeb 2019
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees2
Clients0
DateFeb 2018
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees2
Clients0
DateSep 2017
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees2
Clients300
DateMar 2017
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees2
Clients100
DateMar 2016
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees2
Clients1
DateMar 2016
Total AUM$102.4M
Discretionary$0
Non-Disc.$102.4M
Employees2
Clients248
DateJan 2016
Total AUM$102.4M
Discretionary$0
Non-Disc.$102.4M
Employees2
Clients248
DateJan 2016
Total AUM$102.4M
Discretionary$0
Non-Disc.$102.4M
Employees2
Clients248