PRECISION FINANCIAL SERVICES
Latest filing: Feb 21, 2025 (151 days ago)
AUM
$367,739,053
15% change vs. 1 year ago
4% change vs. 3 years ago
28% change vs. 5 years ago
83% change vs. 10 years ago
Employee Count
16
0% change vs. 1 year ago
60% change vs. 3 years ago
45% change vs. 5 years ago
78% change vs. 10 years ago
Main Office
MINE HILL, NJ
350 US HIGHWAY 46, MINE HILL, NJ, UNITED STATES, 7803
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 402 | $0.1 |
| Average Individual AUM | $273,824 | |
| HNW | 92 | $0.2 |
| Average HNW AUM | $2,541,682 | |
| Retail Total | 494 | $0.3 |
| Average Retail AUM | $696,178 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 83% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PRECISION FINANCIAL SERVICES INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MIGUEL DAJER-RODRIGUEZ | MINE HILL | NJ | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL BABYAK JR, II | MINE HILL | NJ | S63|1995-09-06|S65|2002-05-30 | ||||||
| SOCRATES LEOTSAKOS | MINE HILL | NJ | CERTIFIED FINANCIAL PLANNER | ||||||
| DAVID VOLLMER | MINE HILL | NJ | S63|2000-08-09|S66|2008-12-12 | CHARTERED FINANCIAL ANALYST | |||||
| MARC ABRAMSON | MINE HILL | NJ | S66|2013-10-11 | ||||||
| DAVID GORMAN | MINE HILL | NJ | S66|2004-05-24 | ||||||
| MATTHEW LAFEVRE | MINE HILL | NJ | S66|2016-08-02 | CERTIFIED FINANCIAL PLANNER | |||||
| BRUCE JONES | MINE HILL | NJ | S63|1993-10-28|S65|1999-12-27|S66|2006-12-14 | CHARTERED FINANCIAL CONSULTANT | |||||
| ETHAN KRAFT | MINE HILL | NJ | S66|2015-08-12 | ||||||
| GUILLERMO AGUILAR-HERNANDEZ | MINE HILL | NJ | S66|2015-10-13 | ||||||
| STEVEN HARDARDT | MINE HILL | NJ | S66|2013-11-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 15% | 16 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.1 | 37% | 9 | 7 | 78% |
| 2022-04-01 | $0.4 | $0.0 | 4% | 10 | 6 | 60% |
| 2021-04-05 | $0.3 | $0.1 | 18% | 11 | 5 | 45% |
| 2020-04-01 | $0.3 | $0.1 | 28% | 11 | 5 | 45% |
| 2019-04-01 | $0.3 | $0.1 | 37% | 18 | -2 | -11% |
| 2018-04-02 | $0.3 | $0.1 | 31% | 14 | 2 | 14% |
| 2017-04-01 | $0.2 | $0.1 | 68% | 13 | 3 | 23% |
| 2016-04-01 | $0.2 | $0.2 | 95% | 23 | -7 | -30% |
| 2015-04-01 | $0.2 | $0.2 | 83% | 9 | 7 | 78% |
| 2014-04-01 | $0.2 | $0.2 | 104% | 9 | 7 | 78% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-04/15/2013, CO-04/15/2013, CT-10/13/2023, FL-04/15/2013, MA-04/21/2021, NC-04/15/2013, NH-06/25/2013, NJ-05/10/2013, NY-04/15/2013, PA-04/15/2013, TX-06/25/2013, UT-10/18/2018, VA-07/19/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV