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Robert Priske
Robert Priske is an SEC-registered investment adviser in Honolulu, HI, registered since 1999. The firm manages approximately $220 million in assets.
Robert Priske
Robert Priske is an SEC-registered investment adviser in Honolulu, HI, registered since 1999. The firm manages approximately $220 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Wealth Manager
Year founded
1999
AUM
$200M – $500M (Altss estimate)
Location
Region
North America
Country
United States
City
Honolulu
Corporate office
Kahala Mall Office Tower 4211 Waialae Avenue, Suite 201 Honolulu, Hawaii 96816
Principals
Robert Priske
Investment Advisor
Chris Chu
Client Service Rep
Allyson Apo
Office Manager
Ella Fernandez
Client Service Rep
Frequently asked questions
Who makes the investment decisions at Robert Priske, LLC?
Robert Priske is the firm's sole investment advisor and makes all portfolio decisions. His background as a Senior Tax CPA at KPMG informs a conservative, tax-sensitive approach. The team includes client-service staff who handle reporting and administration, but they do not execute trades or select securities.
What investment approach does the firm use?
The firm selects value stocks, exchange-traded funds, and no-load U.S. and foreign mutual funds, aiming for solid rates of return with low risk. Portfolios are tailored to each client's objectives and risk tolerance. The firm does not use proprietary products or charge commissions.
What is the minimum account size and fee structure?
Accounts begin at $1 million. The quarterly fee is 0.002, with discounts available for accounts over $2 million, as stated on the firm's website. The firm operates on a fee-only basis, meaning it does not earn commissions on product sales.
Does the firm manage institutional assets like pensions or endowments?
The firm's website specifically mentions pension management as a service, alongside investment management and financial planning. However, it does not disclose named institutional clients. The client base is described as Honolulu's healthcare and business professionals.
How is the firm different from a typical wirehouse advisor?
Robert Priske, LLC is an independent fee-only RIA with no product-manufacturing arm, no proprietary funds, and no commission-based compensation. The founder personally manages all portfolios out of a single Honolulu office, which contrasts with the team-based, platform-driven model of larger wealth managers in the market.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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