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RiceBarrett Family Wealth

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website ricebarrett.com
Client types

Overview

As a result of the freedom and objectivity that independence provides the firm, it can identify best-in-class service providers and deliver a deeper level of customization throughout the client relationship. The firm designed its advisory process to leverage its resources for the purpose of guiding clients toward their family wealth goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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