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PRECISE INVESTMENT MANAGEMENT, INC.

HIGHLAND PARK, IL · CRD 282557 · IAPD ↗ · 702-906-0940

$349.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
6States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — PRECISE INVESTMENT MANAGEMENT, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
October 2026 — PRECISE INVESTMENT MANAGEMENT, INC. reported RAUM up 87% ($186.3M -> $349.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — PRECISE INVESTMENT MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
December 2025 — PRECISE INVESTMENT MANAGEMENT, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2025 — PRECISE INVESTMENT MANAGEMENT, INC. reported RAUM up 170% ($69.0M -> $186.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
September 2024 — PRECISE INVESTMENT MANAGEMENT, INC. reported RAUM down 40% ($114.2M -> $69.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
February 2024 — PRECISE INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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