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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 515 | 528 | increased by13 |
| Mar 1, 2026 | AUM | $367,739,053 | $435,637,246 | increased by$67,898,193 |
| Mar 1, 2026 | Accounts | 1,302 | 1,374 | increased by72 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 452 | 515 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $352,391,237 | $367,739,053 | increased by$15,347,816 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,144 | 1,302 | increased by158 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 441 | 452 | increased by11 |
| Apr 1, 2022 | AUM | $311,883,919 | $352,391,237 | increased by$40,507,318 |
| Apr 1, 2022 | Accounts | 1,048 | 1,144 | increased by96 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRECISION FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRECISION FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.