HIGHLAND PARK, ILCRD 282557Latest ADV February 4, 2026
Precise Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Highland Park, IL. Its latest Form ADV filing, dated February 4, 2026, reports $186M in regulatory assets under management, 6 employees, 3 offices, and 39 accounts.
Assets Under Management
$186M
Employees
6
Offices
3 offices
Total Clients
40
Primary office
HIGHLAND PARK, IL
600 CENTRAL AVE, SUITE 293, HIGHLAND PARK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
27
2
Individuals
32.5%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of February 4, 2026
Discretionary100.0%
$186M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts39
10Y AUM Change+$186M (+44111.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee7:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.