Overview
Assets Under Management: $69 million
Headquarters: HIGHLAND PARK, IL
High-Net-Worth Clients: 1
Average Client Assets: $67.0 million
Frequently Asked Questions
PRECISE INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282557), PRECISE INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PRECISE INVESTMENT MANAGEMENT, INC. is headquartered in HIGHLAND PARK, IL.
PRECISE INVESTMENT MANAGEMENT, INC. serves 1 high-net-worth clients according to their SEC filing dated August 23, 2024. View client details ↓
According to their SEC Form ADV, PRECISE INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
PRECISE INVESTMENT MANAGEMENT, INC. manages $69 million in client assets according to their SEC filing dated August 23, 2024.
According to their SEC Form ADV, PRECISE INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.10%
Average Client Assets: $67.0 million
Total Client Accounts: 3
Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282557
Filing ID: 1889348
Last Filing Date: 2024-08-23 13:34:00