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PRECISE INVESTMENT MANAGEMENT, INC.
CRD 282557 · SEC 801-124750
600 CENTRAL AVE, SUITE 293, HIGHLAND PARK, IL, 60035, United States
Phone
702-906-0940
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.3M
Discretionary AUM
$186.3M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $181.3M |
| High net worth individuals | 27 | $5.0M |
States served
AZ, CA, IL, NV, TX, FL
Official SEC filing: View on IAPD