Precise Investment Management Inc

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Assets, Funds, Holdings

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Precise Investment Management Inc
CRD #282557
SEC #801-124750
CIK #
AUM 186.3 M (2026-02-04)
Employees 6 (67% Investors, 100% Brokers)
Fees
Minimum
Phone702-906-0940
Address600 Central Ave
Highland Park, IL 60035
Source [IAPD]
Total AUM ($M)
2502001501005002003201120192027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 13 181.3
(b) Individuals (high net worth individuals) 27 5.0
(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 39 186.3
By Discretionary
Discretionary 39 186.3
Non-Discretionary 0 0.0
Total 39 186.3
By Non-United States Persons
Non-United States Persons 175.6
United States Persons 10.7
Total 39 186.3
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
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