Brown, Rice E is a large advisory firm based in Saint George. It manages $37.68 million of regulatory assets for 581 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Kansas, and 5 other states.
Brown, Rice E provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brown, Rice E is $37.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brown, Rice E for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brown, Rice E is owned by Rice E Brown. Ann Copley Bowers joined the executive team most recently as the Chief Compliance Officer.
The principal office where Brown, Rice E performs its advisory services is located at 1173 South 250 West Suite 201, Saint George, UT 84770, which is also the mailing address of the firm. An additional office of the firm is in Anaheim, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 435-656-5099 or by fax 435-656-5855. The normal business hours are 8:30 a.m. - 4:30 p.m. on Other. You can find more information about the New York firm at www.ricebrown.com.