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PRECISION FINANCIAL SERVICES
Legal name: PFS PARTNERS, LLC
CRD 147872File 801-77867
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$435.6M
Below cohort median (national)
Discretionary AUM
$435.1M
Non-discretionary $531K
Clients
528
1,374 accounts
Employees
16
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 15, 2013
- Principal office
- 350 US HIGHWAY 46, MINE HILL, NJ, 07803
- Phone
- 973-927-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435.6M
- Discretionary AUM
- $435.1M
- Non-discretionary AUM
- $531K
- Discretionary accounts
- 1,373
- Non-discretionary accounts
- 1
- Total accounts
- 1,374
- AUM per client
- $825K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $8.0M |
| Charitable organizations | 6 | $8.3M |
| High net worth individuals | 111 | $305.2M |
| Pension and profit sharing plans | 8 | $4.9M |
| Individuals (other than high net worth individuals) | 398 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.