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Priske Robert Daniel (Honolulu)


Priske Robert Daniel is a large advisory firm based in Honolulu. It manages $67.66 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

Priske Robert Daniel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Priske Robert Daniel: assets under management

The assets under management (AUM) of Priske Robert Daniel is $67.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $568.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Priske Robert Daniel for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Priske Robert Daniel performs its advisory services is located at Suite 201, Honolulu, HI 96816 5312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-735-8882. The normal business hours are 8:00 to 4:00pm on Monday - Friday.


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