PRECISION WEALTH STRATEGIES, LLC

4622 Macklind Ave
St. Louis, Missouri 63109
Tel: 314-994-6460

About PRECISION WEALTH STRATEGIES, LLC

PRECISION WEALTH STRATEGIES, LLC, formally registered with the SEC as PRECISION WEALTH STRATEGIES, LLC. The firm was established in 01/28/2019. They have over 3 offices throughout the country.

PRECISION WEALTH STRATEGIES, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $386,268,992 assets under management, offering retirement planning & investment advisory services to 1085 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299827
SEC#	801-114482
Assets Managed by Firm	$386,268,992
No. of Clients	1085
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1085	$386,268,992
Individuals (other than high net worth individuals)	221	$70,614,330
High net worth individuals	92	$224,790,284
Pension and profit sharing plans	14	$16,308,810
Charitable organizations	Fewer than 5 clients	$1,303,212
Corporations or other businesses	15	$73,120,043

More Retirement Planning firms in St. Louis, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in St. Louis, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.