Chad
Rice

Advanced Capital Group

CRD#5974366
Investment Advisor
in Minneapolis, MN

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About this Advisor

Chad Rice is a financial advisor based in Minneapolis, Minnesota, working with Advanced Capital Group. Chad has previously held positions at Royal Bank Of Canada, Global Asset Management, Journey Capital Advisers, LLC, Independent Fixed Income Consultant, Minnesota Society Of Municipal Analysts, and Advanced Capital Group. Chad is registered to provide services in Minnesota. Currently, Chad is part of Advanced Capital Group, which operates out of Minneapolis, Minnesota. The firm has 27 employees and manages assets totaling $25.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Advanced Capital Group includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

50 South Sixth Street Suite 975
Minneapolis, MN 55402

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Advanced Capital Group Brokerage Details

Total Assets Under Management

$25,902,315,714

MN Average: $5,289,111,388
Total Number of Employees

27

MN Average: 157
Total Number of Accounts

341

MN Average: 8,262
Average Account Size

$75,959,870

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Chad Rice Work History

2016 - Present (8 years)

Advanced Capital Group

2017 - 2018 (1 year)

Journey Capital Advisers, LLC

2016 - 2017 (1 year)

Independent Fixed Income Consultant

2015 - 2020 (5 years)

Minnesota Society Of Municipal Analysts

2011 - 2016 (5 years)

Royal Bank Of Canada, Global Asset Management

Disclosures

Please visit the SEC profile of Chad Rice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advanced Capital Group

Jay Thorp
Minneapolis, MN
Chad Rice
Minneapolis, MN
Mathew Coyle
Minneapolis, MN
Patrick Larson
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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