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PRECISION CAPITAL ADVISORS, LLC

170 Mason Street
Ste 103
Greenwich, Connecticut 06830
Tel: 212 476-9300

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About PRECISION CAPITAL ADVISORS, LLC

PRECISION CAPITAL ADVISORS, LLC, formally registered with the SEC as PRECISION CAPITAL ADVISORS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

PRECISION CAPITAL ADVISORS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $2,085,007,082 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157784
SEC#801-73913
Assets Managed by Firm$2,085,007,082
No. of Clients32
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total32$2,085,007,082
Pension and profit sharing plans1$85,054,610

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