Precision Financial Services
Precision Financial Services is an SEC-registered mass-market adviser in Mine Hill, NJ with $435.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Precision Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147872, SEC 801-77867, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $435.6M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Mine Hill, NJ
- Employees
- 16
- Clients
- 528
- CRD
- 147872
- Ownership
- VOLLMER, DAVID, RYAN; BABYAK, MICHAEL
How much AUM does Precision Financial Services have?
Precision Financial Services reported $435.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Precision Financial Services?
Disclosed owners and executives of Precision Financial Services include VOLLMER, DAVID, RYAN, BABYAK, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.