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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 $609,369,860 assets under management, offering retirement planning & investment advisory services to 830 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135701 |
| SEC# | 801-64438 |
| Assets Managed by Firm | $609,369,860 |
| No. of Clients | 830 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (ADMINSTRATIVE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 830 | $609,369,860 |
| Individuals (other than high net worth individuals) | 146 | $63,245,976 |
| High net worth individuals | 139 | $455,793,330 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,158,572 |
| Charitable organizations | 9 | $59,583,569 |
| Corporations or other businesses | 8 | $23,588,413 |
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