The Rice Partnership, LLC

The Rice Partnership, LLC (CRD# 135701) is a financial advisory firm headquartered in Honolulu, HI. They manage $609,369,860 in 830 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1099 Alakea Street, Suite 2510, Honolulu, HI 96813
https://www.linkedin.com/company/thericepartnership
By the Numbers
  • Total Assets Under Management
    609
    MILLION
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $734,181
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 Bredhoff, financial advisor Kahului HI
Sarah E. Bredhoff
CRD#: 3150865
Dairy Center, 444 Hana Hwy., #203, Kahului, HI 96732

Sarah Bredhoff (CRD# 3150865) is an Investment Advisor Representative working at The Rice Partnership, LLC in Kahului, HI and has over 25 years of experience in the finance industry.

2
Bonnie Rice, financial advisor Honolulu HI
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 23 years of experience in the finance industry.

3
Orest Saikevych, financial advisor Honolulu HI
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 10 years of experience in the finance industry.

4
Cathy Tajiri, financial advisor Honolulu HI
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 23 years of experience in the finance industry.

5
Ashley Wilken, financial advisor San Luis Obispo CA
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.

6
Brian Tokuuke, financial advisor Honolulu HI
Brian K. Tokuuke
CRD#: 7852945
1099 Alakea Street, Suite 2510, Honolulu, HI 96813

Brian Tokuuke (CRD# 7852945) is an Investment Advisor Representative working at The Rice Partnership, LLC in Honolulu, HI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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