The Rice Partnership, LLC

The Rice Partnership, LLC (CRD# 135701) is a financial advisory firm headquartered in Honolulu, HI. They manage $196,513,382 in 183 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $1,073,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, NJ, NY

Financial Advisors at The Rice Partnership, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bonnie F. Rice
CRD#: 1418208
1099 Alakea Street, Suite 2510, Honolulu, HI 96813
96
Wealthminder
score

Bonnie Rice (CRD# 1418208) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 17 years of experience in the finance industry.

2
Sarah E. Bredhoff
CRD#: 3150865
Dairy Center, 444 Hana Hwy., #203, Kahului, HI 96732
93
Wealthminder
score

Sarah Bredhoff (CRD# 3150865) is an Investment Advisor Representative working at The Rice Partnership, LLC in Kahului, HI and has over 19 years of experience in the finance industry.

3
Paul C. Marsh
CRD#: 1900829
25 West 51st Street, New York, NY 10019
93
Wealthminder
score

Paul Marsh (CRD# 1900829) is an Investment Advisor Representative working at The Rice Partnership, LLC in New York, NY and has over 22 years of experience in the finance industry.

4
Orest V. Saikevych
CRD#: 4595379
1099 Alakea Street, Suite 2510, Honolulu, HI 96813
90
Wealthminder
score

Orest Saikevych (CRD# 4595379) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 4 years of experience in the finance industry.

5
Keri K. Ogden
CRD#: 6750176
444 Hana Hwy., #203, Kahului, HI 96732
87
Wealthminder
score

Keri Ogden (CRD# 6750176) is an Investment Advisor Representative working at The Rice Partnership, LLC in Kahului, HI and has 1 year of experience in the finance industry.

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