Precise Investment Management, Inc.
Precise Investment Management, Inc. is an SEC-registered ria in Highland Park, IL with $186.3M assets under management (AUM, regulatory AUM), +170% over one year. See who owns Precise Investment Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282557, SEC 801-124750, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $186.3M (2026-02-04)
- Firm type
- Ria
- Location
- Highland Park, IL
- Employees
- 6
- Clients
- 40
- CRD
- 282557
- Ownership
- CHAVIRA, MYRNA, ESTELA; KIM, JAMES, J; LEGASPY, CARLOS, JAVIER; BANCO SAN JUAN INTERNACIONAL INC.; INTELLIGENICS, INC.
How much AUM does Precise Investment Management, Inc. have?
Precise Investment Management, Inc. reported $186.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Precise Investment Management, Inc.?
Disclosed owners and executives of Precise Investment Management, Inc. include CHAVIRA, MYRNA, ESTELA, KIM, JAMES, J, LEGASPY, CARLOS, JAVIER, BANCO SAN JUAN INTERNACIONAL INC., INTELLIGENICS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.