MR
CFP
MR
CFP

Matthew Baird Rice

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
Loading...

Location

1705 17th Street, Suite 100, Denver, CO, 80202

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew owns rental property since 2022. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ima Advisory Services, INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Advice and Planning Services
November 2017 - September 2024 · 6 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2016 - September 2024 · 8 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Matthew Baird Rice - Financial Advisor | TrueAdvisor