DALE Q. RICE INVESTMENT MANAGEMENT, LTD.
Legal name: DALE Q. RICE INVESTMENT MANAGEMENT
CRD #310614 SEC #801-123463 VANCOUVER, WA 360-693-7577
SEC Registered
Total AUM
$132.6M
Discretionary
$130.2M
Employees
4
Clients
--
Accounts
265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.6M | $130.2M | $2.3M | 4 | 0 |
| Aug 2024 | $103.1M | $100.8M | $2.3M | 4 | 0 |
| Feb 2024 | $103.1M | $100.8M | $2.3M | 4 | 0 |
| Apr 2023 | $90.2M | $88.2M | $2.1M | 4 | 0 |
| Mar 2023 | $87.2M | $85.2M | $2M | 4 | 0 |
| Oct 2022 | $106.3M | $104M | $2.3M | 3 | 0 |
| Feb 2022 | $106.3M | $104M | $2.3M | 3 | 0 |
| Mar 2021 | $77.2M | $67.3M | $9.9M | 1 | 0 |
| Mar 2021 | $77.2M | $67.3M | $9.9M | 1 | 0 |
| Feb 2021 | $77.2M | $67.3M | $9.9M | 3 | 0 |
| Feb 2021 | $77.2M | $67.3M | $9.9M | 3 | 0 |
| Feb 2021 | $77.2M | $67.3M | $9.9M | 3 | 0 |
| Jan 2021 | $77.2M | $67.3M | $9.9M | 3 | 0 |
| Dec 2020 | $77.2M | $67.3M | $9.9M | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$132.6M
Discretionary$130.2M
Non-Disc.$2.3M
Employees4
Clients0
DateAug 2024
Total AUM$103.1M
Discretionary$100.8M
Non-Disc.$2.3M
Employees4
Clients0
DateFeb 2024
Total AUM$103.1M
Discretionary$100.8M
Non-Disc.$2.3M
Employees4
Clients0
DateApr 2023
Total AUM$90.2M
Discretionary$88.2M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2023
Total AUM$87.2M
Discretionary$85.2M
Non-Disc.$2M
Employees4
Clients0
DateOct 2022
Total AUM$106.3M
Discretionary$104M
Non-Disc.$2.3M
Employees3
Clients0
DateFeb 2022
Total AUM$106.3M
Discretionary$104M
Non-Disc.$2.3M
Employees3
Clients0
DateMar 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees1
Clients0
DateMar 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees1
Clients0
DateFeb 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees3
Clients0
DateFeb 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees3
Clients0
DateFeb 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees3
Clients0
DateJan 2021
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees3
Clients0
DateDec 2020
Total AUM$77.2M
Discretionary$67.3M
Non-Disc.$9.9M
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0