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Home > Retirement Planners > hawaii > honolulu > THE RICE PARTNERSHIP, LLC
THE RICE PARTNERSHIP, LLC
1099 Alakea Street
Suite 2510
Honolulu, Hawaii 96813
Tel: 808-585-7788
About THE RICE PARTNERSHIP, LLC
THE RICE PARTNERSHIP, LLC, formally registered with the SEC as THE RICE PARTNERSHIP, LLC. The firm was established in 07/07/2005. They have over 4 offices throughout the country.
THE RICE PARTNERSHIP, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $499,178,924 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 135701 |
| SEC# | 801-64438 |
| Assets Managed by Firm | $499,178,924 |
| No. of Clients | 735 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 735 | $499,178,924 |
| Individuals (other than high net worth individuals) | 141 | $64,634,159 |
| High net worth individuals | 114 | $362,727,144 |
| Pension and profit sharing plans | $5,057,642 | |
| Charitable organizations | 7 | $51,293,585 |
| Corporations or other businesses | 6 | $15,466,394 |
More Retirement Planning firms in Honolulu, Hawaii:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,661,270,510 | 1587 | 9 | |
| $1,146,955,000 | 27 | 30 | |
| $931,260,170 | 1374 | 19 | |
| $609,870,822 | 6 | 31 | |
| $499,614,568 | 9 | 7 |
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