← Back to searchVisit website
RICH & COMPANY LLC
CRD 328351
12540 BROADWELL ROAD, SUITE 2201, MILTON, GA, 30004, United States
Phone
770-284-5684
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.4M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $16.4M |
All web addresses on file
Official SEC filing: View on IAPD