Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > highland park > PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC.
600 Central Ave
Suite 293
Highland Park, Illinois 60035
Tel: 702-906-0940
About PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC, formally registered with the SEC as PRECISE INVESTMENT MANAGEMENT, INC. The firm was established in 04/25/2022. They have over 3 offices throughout the country.
PRECISE INVESTMENT MANAGEMENT, INC. is a Highland Park, Illinois based Financial Planning firm with nearly $69,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282557 |
| SEC# | 801-124750 |
| Assets Managed by Firm | $69,000,000 |
| No. of Clients | 3 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $69,000,000 |
| Individuals (other than high net worth individuals) | 2 | $2,000,000 |
| High net worth individuals | 1 | $67,000,000 |
More Retirement Planning firms in Highland Park, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Highland Park, Illinois