Sarah
Bredhoff

The Rice Partnership, LLC

CRD#3150865
Investment Advisor
in Kahului, HI

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About this Advisor

Sarah Bredhoff is a financial advisor who works in Kahului, Hawaii, who has been in the advisory business for 11 years. Bredhoff is an advisor for The Rice Partnership, LLC. Their career trajectory has included roles at The Rice Partnership, First Hawaiian Bank and Bank Of Hawaii. Bredhoff has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Hawaii. The Rice Partnership, LLC is a registered investment business that has its headquarters in Kahului, Hawaii. The investment advisory business has offices in two locations and a total of six people on staff. It administers $335 million in total assets across its 419 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 419 customer accounts, 55% are held by high-net-worth clients who have at least $1 million in investable assets. The Rice Partnership, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely depend on the type of financial services. However, fees billed by The Rice Partnership, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Dairy Center, 444 Hana Hwy. #203
Kahului, HI 96732

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The Rice Partnership, LLC Brokerage Details

Total Assets Under Management

$335,272,265

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

6

HI Average: 9
Total Number of Accounts

419

HI Average: 475
Average Account Size

$800,172

HI Average: $674,777

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Sarah Bredhoff Work History

Sarah has 11 years of experience.

2016 - Present (5 years)

The Rice Partnership

2011 - 2016 (5 years)

First Hawaiian Bank

2009 - 2011 (2 years)

Bank Of Hawaii

Disclosures

Sarah Bredhoff has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Rice Partnership, LLC

Sarah Bredhoff
Kahului, HI
Orest Saikevych
Honolulu, HI
Ashley Wilken
Paso Robles, CA
Bonnie Rice
Honolulu, HI
Cathy Tajiri
Honolulu, HI

This content was compiled from the SEC and FINRA.

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