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Precise Investment Management, Inc.
Highland Park, Illinois
1.0
1 Review
Precise Investment Management, Inc. is a reputable investment advisory firm based in Highland Park, IL, catering to a diverse clientele of high net worth individuals. With over 30 individual clients and an impressive $72,761,000 in assets under management, they have established themselves as a trusted partner in wealth management.
Operating from two offices, Precise Investment Management, Inc. offers comprehensive financial services to their discerning clients. While they primarily focus on discretionary management of high net worth individual accounts, they also possess the capability to handle employer funds. Notably, 100% of t...see more
Assets Under Mgmt
$72.76M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Portfolio management for individuals and/or small businesses
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Now the subject of a civil proceeding involving previous disclosures
Reviews for Precise Investment Management, Inc.
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