Robert
Priske

Robert Priske, LLC

CRD#1185926
Investment Advisor
in Honolulu, HI

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About this Advisor

Robert Priske is a financial advisor working in Honolulu, Hawaii with 5 years of industry experience. Priske is on the advisory team at Robert Priske, LLC. They have spent the entirety of their career at Robert Priske, Llc. Priske has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Hawaii. Robert Priske, LLC is a registered investment business operating out of Honolulu, HI. It has $130 million in assets across its 465 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 465 accounts, 57% belong to high-net-worth individuals who have greater than $1 million in assets. Robert Priske, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually depend on the type of financial services. Fee types billed by Robert Priske, LLC may include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4211 Waialae Ave. Ste. 201 Kahala Office Tower
Honolulu, HI 96816-5312

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Robert Priske, LLC Brokerage Details

Total Assets Under Management

$129,600,000

HI Average: $320,518,926
Total Number of Employees

2

HI Average: 9
Total Number of Accounts

465

HI Average: 475
Average Account Size

$278,710

HI Average: $674,777

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Robert Priske Work History

Robert has been registered as a financial advisor for 5 years.*

2000 - Present (24 years)

Robert Priske, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Priske to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert Priske, LLC

Robert Priske
Honolulu, HI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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