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Precise Investment Management, Inc.

● SEC registered since 2022CRD 282557SEC# 801-124750Highland Park, IL
Export (members)
Reg. AUM
$186.3M
Employees
6
Accounts
39
Location
Highland Park, IL

Precise Investment Management, Inc. assets under management

Precise Investment Management, Inc. is an investment advisory firm registered with the SEC based in Highland Park, IL. The firm has been registered since 2022. It reports $186.3 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Precise Investment Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Intelligenics, Inc. ControlOwner/MemberOver 75%2013
James J Kim ControlChief Compliance OfficerUnder 5%2022
Myrna Estela Chavira ControlPresidentUnder 5%2021
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Frequently asked questions

How much does Precise Investment Management, Inc. manage?

Precise Investment Management, Inc. reports $186.3 million in regulatory assets under management on its Form ADV.

How many employees does Precise Investment Management, Inc. have?

Precise Investment Management, Inc. reports 6 employees.

Where is Precise Investment Management, Inc. located?

Precise Investment Management, Inc. is based in Highland Park, IL and has been SEC-registered since 2022.

Does Precise Investment Management, Inc. disclose fund performance?

Precise Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Central Ave, Suite 293, Highland Park, IL 60035
Phone702-906-0940
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$186.3M
Non-discretionary$0
Total (RAUM)$186.3M