Precision Financial Services
Firm details
- Headquarters
- Mine Hill, New Jersey
- CRD number
- 147872
- Registered since
- April 15, 2013
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.06%
- Individuals25.08%
- Charitable Organizations1.9%
- Corporations / Businesses1.84%
- Pension & Profit Sharing Plans1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Precision Financial Services operates as an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registration year 2013). Its client mix includes individuals and families as well as institutional clients, and it bills through a combination of percentage-of-AUM, hourly, and fixed fees. Core advisory lines are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm identifies as an active ESG investor and lists an insurance company affiliation among its industry ties.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities13%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 210Active vs passive
$220M in ETFs
32%
$71.2M
66%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $24.9M | 492,803 | 11.32% |
Location
Mine Hill, NJ
Morris
Location
Mine Hill, NJ
Headquartered in Mine Hill, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 350 Us Highway 46
- Time zone
- ET (UTC-5)
- Office locations
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