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Building 2PRECISE INVESTMENT MANAGEMENT, INC.

Map pinHIGHLAND PARK, IL
Phone702-906-0940
NotebookSEC #801-124750
Total AUM
$186.3M
Employees
6
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CENTRAL AVE
SUITE 293
HIGHLAND PARK
IL 60035
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
702-906-0940
Other Offices
3

ReceiptFinancials

Total AUM
$186.3M
Accounts
39
Discretionary
$186.3M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$181.3M
HNW Individual Clients
27
AUM
$5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)SEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCAFLILNVTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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