← Back to searchVisit website
PRECISION FINANCIAL SERVICES
PFS PARTNERS, LLC
CRD 147872 · SEC 801-77867
350 US HIGHWAY 46, MINE HILL, NJ, 07803, United States
Phone
973-927-6300
Fax
973-927-7190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$435.6M
Discretionary AUM
$435.1M
Team
16 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 398 | $109.3M |
| High net worth individuals | 111 | $305.2M |
| Pension/profit sharing plans | 8 | $4.9M |
| Charitable organizations | 6 | $8.3M |
| Corporations/business entities | 5 | $8.0M |
States served
CA, CO, MA, NJ, NY, NC, PA, UT, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD