Precise Investment Management, Inc.
Firm details
- Headquarters
- Highland Park, Illinois
- CRD number
- 282557
- Registered since
- April 25, 2022
- Custodians
- CREAND SECURITIES, PERSHING LLC, CBH BANK, AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.31%
- HNWI2.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Precise Investment Management, Inc. is a corporation that registered with the SEC in 2022 and operates as a non-independent retail registered investment adviser. The firm serves individual and family clients — and small businesses through portfolio management — charging fees based on a percentage of assets under management. It is affiliated with broker-dealer activity and identifies as an adviser focused on direct portfolio management rather than acting primarily as a capital allocator. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- Other30%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds25%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
Carlos Legaspy
President, CEOCRD 2148751
James Kim
Chief Compliance OfficerCRD 6040592
Contacts
3 of 7David Graff
President, CCOCRD 6241398
Myrna Chavira
Registered RepresentativeCRD 4604459
Andres Larrea
Invesment Advisor RepresentativeCRD 5769212
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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