THE RICE PARTNERSHIP, LLC
Total AUM
$985.5M
Employees
11Clients
442Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1099 ALAKEA STREET
SUITE 2510
HONOLULU
HI 96813
United States
SUITE 2510
HONOLULU
HI 96813
United States
Operating Hours
6AM TO 4PM
Monday - Friday
Monday - Friday
Phone
808-585-7788
Other Offices
3
Financials
Total AUM
$985.5M
Accounts
1,240Discretionary
$950.7M
Accounts
1,237Non-Discretionary
$34.8M
Accounts
3
Clients
Individual Clients
207AUM
$100.6M
HNW Individual Clients
204AUM
$768.2M
Pension/Profit Sharing Plan Clients
5AUM
$11.3M
Charitable Organization Clients
11AUM
$70.3M
Corporation or Business Clients
15AUM
$35.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAHIORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.