Precision Financial Services

RIASEC RegisteredEst. 2013

Total AUM

$436M

Discretionary

$435M

100% of AUM

Avg account

$317K

Accounts

1,374

Employees

16

Advisory reps

10

Firm details

Headquarters: Mine Hill, New Jersey
CRD number: 147872
Registered since: April 15, 2013
Website: precisionfinancialservices.com
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

FINTRX

Overview

Precision Financial Services is an independent registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Precision reports being an active ESG investor and lists an insurance company affiliation among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds82%
Exchange Traded Equities13%
Cash & Cash Equivalents3%
Non-Exchange Traded Equities1%

Owners & executives

2 of 2

Miguel Dajer-Rodriguez
Operations CoordinatorCRD 7918073
David Vollmer
Chief Operating OfficerCRD 4088139

Contacts

3 of 8

Marc Abramson
Wealth AdvisorCRD 6216148
Guillermo Aguilar Hernandez
Research AnalystCRD 6348832
Bruce Jones
Insurance SpecialistCRD 260916

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 211

Active vs passive

$219M in ETFs

Passive

33%

$71.3M

Active

66%

$147M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JANUS HENDERSON AAA CLO ETF (JAAA)	Janus Henderson	Active	Ultrashort Bond	$23.8M	470,572	10.86%

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Primary office

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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