ROBERT PRISKE, LLC

Overview

Robert Priske, LLC is an independent registered investment adviser organized as a limited liability company and operating with a client mix of individuals, families and institutional accounts. The firm provides comprehensive advisory services centered on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also offers pension consulting. Fee arrangements combine a percentage of assets under management and hourly charges, and the adviser does not report active ESG investing or multi-state adviser status. Investment activity shows a clear tilt toward publicly traded equities. Filings indicate a preference for exchange-traded positions and a substantial use of separately managed account structures and pooled products such as mutual funds and ETFs to implement strategies. The firm manages portfolios on a discretionary basis, which supports ongoing tactical and strategic allocation decisions across client accounts.

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Location & Offices