|
⚲
|
| Keyboard |
| Robert Priske LLC
✚
|
|
|---|---|
| CRD # | 108072 |
| SEC # | 801-56373 |
| CIK # | |
| AUM | 219.9 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 7358882 |
| Address | 4211 Waialae Ave Ste 201 Honolulu, HI 96816-5312 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 19.7 |
| (b) Individuals (high net worth individuals) | 82 | 176.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 219.9 |
| By Discretionary | ||
| Discretionary | 484 | 219.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 219.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.9 | |
| Total | 484 | 219.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BLVD Private Wealth LLC
✚
|
KY | 220.4 M |
|
Lovett Investment Consulting LLC
✚
|
220.3 M | |
|
Cabin Advisors LLC
✚
|
KS | 220.2 M |
|
CornerStone Enterprises LLC
✚
|
WI | 220.2 M |
|
Jericho Financial LLP
✚
|
OH | 220.0 M |
|
Clark Monroe Blackman LLC
✚
|
219.9 M | |
|
The Wealth Coach LLC
✚
|
TX | 219.6 M |
|
Wealthplans LLC
✚
|
MD | 219.6 M |
|
Copper Leaf Financial LLC
✚
|
VT | 219.6 M |
|
Newbridge Wealth Management LLC
✚
|
PA | 219.5 M |