RICH & COMPANY LLC

RICH & COMPANY LLC of MILTON, GA is an SEC-registered investment adviser (CRD 328351). Regulatory assets under management: $20.9M.

Registration

• CRD: 328351
• Type: Registered investment adviser
• Location: 12540 BROADWELL ROAD, MILTON, GA, 30004
• Phone: 770-284-5684
• Latest filing: 2026-08-02
• Regulatory AUM: $20.9M
• Discretionary AUM: $17.1M
• Non-discretionary AUM: $3.8M
• Clients: 2
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search