Precise Investment Management, Inc.
Firm details
- Headquarters
- Highland Park, Illinois
- CRD number
- 282557
- Registered since
- April 25, 2022
- Custodians
- UBS FINANCIAL SERVICES INC., CREAND SECURITIES, PERSHING LLC, CBH BANK, AXOS CLEARING LLC, J.P. MORGAN SECURITIES INC., ITAU INTERNATIONAL SECURITIES, CITIGROUP GLOBAL MARKETS INC., STONEX FINANCIAL INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses82.65%
- HNWI11.64%
- Individuals5.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Precise Investment Management, Inc. is a corporate, retail advisory firm that registered with the SEC in 2022. The firm operates as a non-independent retail RIA and reports owner structure as a combination of a domestic entity and an individual. Its client mix includes high-net-worth individuals, families and some institutional clients; advisory services focus on portfolio management for individuals and small businesses on a fee (percentage of AUM) basis. The firm is not identified as an ESG investor and lists industry affiliations that include broker-dealer relationships and other investment adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Investment Grade Corp Bonds27%
- Other13%
- Cash & Cash Equivalents10%
- US Government Bonds8%
Owners & executives
2 of 2
Carlos Legaspy
President, CEOCRD 2148751
James Kim
Chief Compliance OfficerCRD 6040592
Contacts
3 of 7
Andres Larrea
Invesment Advisor RepresentativeCRD 5769212
David Graff
President, CCOCRD 6241398
Augusto Medal Trinidad
Financial AdvisorCRD 6364260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highland Park, IL
Lake
Location
Highland Park, IL
Headquartered in Highland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 600 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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