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PRECISION FINANCIAL SERVICES

MINE HILL, NJ · CRD 147872 · IAPD ↗ · precisionfinancialservices.com · 973-927-6300

$435.6MRegulatory AUM
10Advisory reps
16Employees
2Clients
11-25Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — PRECISION FINANCIAL SERVICES added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — PRECISION FINANCIAL SERVICES grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.