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| Precise Investment Management Inc
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| |
|---|---|
| CRD # | 282557 |
| SEC # | 801-124750 |
| CIK # | |
| AUM | $69.0 MM (2024-08-23) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Phone | 702-906-0940 |
| Address | 600 Central Ave Highland Park, IL 60035 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 2.0 |
| (b) Individuals (high net worth individuals) | 1 | 67.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 69.0 |
| By Discretionary | ||
| Discretionary | 3 | 69.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 69.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.5 | |
| United States Persons | 34.5 | |
| Total | 3 | 69.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Access Capital LLC
✚
|
KS | 0.1 |
|
Orchard Advisors LLC
✚
|
NY | 0.1 |
|
Wealthyx LLC
✚
|
TX | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Financial Resources Management Inc
✚
|
NY | 0.1 |
|
Silveroak Investments LLC
✚
|
NV | 0.1 |
|
Natwealth Management USA Inc
✚
|
0.1 | |
|
Occam Capital Management LLC
✚
|
NY | 0.1 |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |