Robert Priske, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$196,600,000
This total excludes 17 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
144
57% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
144
Very HighAverage account size
$1,365,278
About
The firm provides investment management and financial planning to individuals, pension plans, trusts and corporations, typically working with larger accounts (accounts generally begin at $1,000,000) and managing roughly 144 client relationships. It operates as a fee-only advisory firm with about $220 million in assets under management and is run by a single advisor.
Investment decisions rely on fundamental, technical and cyclical analyses and combine long-term holdings with more active strategies, including short sales, margin trading, options, and the use of low-cost mutual funds and ETFs; the firm may also incorporate cryptocurrency ETFs at a client’s request while not managing individual cryptocurrency accounts. Portfolios are rebalanced as circumstances change, the advisor has limited discretionary trading authority, and tax-saving strategies are used alongside household account consolidation for billing.
Notable features include the combination of a single-advisor structure with AUM above $200 million and the provision of financial planning to asset management clients at no additional charge. The firm discloses participation in custodian-provided services and occasional soft-dollar benefits, permits personal trading subject to controls intended to protect clients, and maintains documented cyber-security measures and cyber insurance.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
$0 - $499,999: Not stated explicitly, but implied no management fee or not accepted $500,000 - $2,000,000: 0.00200 per quarter (0.8% annually) $2,000,001 - $3,000,000: 0.00150 per quarter (0.6% annually) $3,000,001 - $10,000,000: 0.00125 per quarter (0.5% annually)
$400 per hour for financial planning if not an asset management client
Account minimum: $500,000 Fee-only: Fee-only advisor, no commissions
Main office location
Robert Priske, LLC
4211 Waialae Ave Ste 201, Kahala Office Tower
Honolulu HI 96816-5312, United States
Number of offices
1
Most active in
Robert Priske, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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