R
$219.9M Total AUM
$219.9M Disc. AUM
18.7% 3Y CAGR
2 Employees
163 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-1999
- Office Locations
- 1
Office Locations
4211 Waialae Ave. Ste. 201 Kahala Office Tower Honolulu HI
About Robert Priske, LLC
Honolulu-based RIA Robert Priske, LLC provides independent, impartial wealth management for Hawaii businesses, individuals, and families, combining full-service financial planning with discretionary investment management. Portfolios use ETFs and mutual funds and are custodied with Charles Schwab.
Team overview
-- AVG AGE
$110.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT DANIEL PRISKE
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1185926
- Ownership
- 75% or more
Available
Available
Available
A
ALLYSON K APO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,900,000 | $454,339 |
| Non-Discretionary | $0 | -- |
| Total | $219,900,000 | $454,339 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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