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PRECISION FINANCIAL SERVICES
350 Us Highway 46
Mine Hill, New Jersey 07803
Tel: 973-927-6300
About PRECISION FINANCIAL SERVICES
PRECISION FINANCIAL SERVICES, formally registered with the SEC as PRECISION FINANCIAL SERVICES. The firm was established in 04/15/2013. They have over 5 offices throughout the country.
PRECISION FINANCIAL SERVICES is a Mine Hill, New Jersey based Financial Planning firm with nearly $367,739,053 assets under management, offering retirement planning & investment advisory services to 1302 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147872 |
| SEC# | 801-77867 |
| Assets Managed by Firm | $367,739,053 |
| No. of Clients | 1302 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1302 | $367,739,053 |
| Individuals (other than high net worth individuals) | 402 | $110,077,073 |
| High net worth individuals | 92 | $233,834,725 |
| Pension and profit sharing plans | 9 | $8,452,867 |
| Charitable organizations | 5 | $6,743,593 |
| Corporations or other businesses | 7 | $8,630,795 |
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|---|---|---|---|
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