Precision Fiduciary Partners, LLC

RIASEC RegisteredEst. 2013

Total AUM

$24.1B

Discretionary

$21.1B

88% of AUM

Avg account

$5.7M

Accounts

4,224

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 149694
Registered since: November 18, 2013
Website: www.leafhouse.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans83.93%
State / Municipal Government13.89%
Pooled Investment Vehicles2.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Precision Fiduciary Partners, LLC is an SEC-registered advisory firm organized as an LLC in 2013. The firm's stated client base is institutional, but its advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its compensation model is a percentage-of-assets-under-management fee schedule. Precision Fiduciary Partners identifies as an active ESG investor and maintains a mix of roles and registrations across the financial ecosystem, including broker-dealer activity and sponsorship of pooled vehicles.