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Home > Retirement Planners > hawaii > honolulu > ROBERT PRISKE, LLC
ROBERT PRISKE, LLC
4211 Waialae Ave. Ste. 201
Kahala Office Tower
Honolulu, Hawaii 96816-5312
Tel: 735-8882
About ROBERT PRISKE, LLC
ROBERT PRISKE, LLC, formally registered with the SEC as ROBERT PRISKE, LLC. The firm was established in 03/29/1999. They have over 1 offices throughout the country.
ROBERT PRISKE, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $150,700,000 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108072 |
| SEC# | 801-56373 |
| Assets Managed by Firm | $150,700,000 |
| No. of Clients | 479 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 479 | $150,700,000 |
| Individuals (other than high net worth individuals) | 52 | $13,700,000 |
| High net worth individuals | 85 | $119,500,000 |
| Pension and profit sharing plans | 19 | $17,500,000 |
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