The Rice Partnership, LLC

The Rice Partnership, LLC (CRD# 135701) is a financial advisory firm headquartered in Honolulu, HI. They manage $433,482,942 in 532 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $814,818
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, TX, WA

Financial Advisors at The Rice Partnership, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Sarah E. Bredhoff
CRD#: 3150865
Dairy Center, 444 Hana Hwy., #203, Kahului, Maui, HI 96732

Sarah Bredhoff (CRD# 3150865) is an Investment Advisor Representative working at The Rice Partnership, LLC in Kahului, Maui, HI and has over 22 years of experience in the finance industry.

2
Ryan T. Luna
CRD#: 3129700
1304 Santa Rosa Street, San Luis Obispo, CA 93401

Ryan Luna (CRD# 3129700) is an Investment Advisor Representative working at The Rice Partnership, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.

3
Bonnie F. Rice
CRD#: 1418208
1099 Alakea Street, Suite 2510, Honolulu, HI 96813

Bonnie Rice (CRD# 1418208) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 21 years of experience in the finance industry.

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

Orest Saikevych (CRD# 4595379) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 8 years of experience in the finance industry.

5
Cathy H. Tajiri
CRD#: 4227411
1099 Alakea Street, Suite 2510, Honolulu, HI 96813

Cathy Tajiri (CRD# 4227411) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has over 21 years of experience in the finance industry.

6
Ashley J. Wilken
CRD#: 6951420
1304 Santa Rosa Street, San Luis Obispo, CA 93401

Ashley Wilken (CRD# 6951420) is an Investment Advisor Representative working at The Rice Partnership, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Ashley Wilken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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