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PRECISE INVESTMENT MANAGEMENT, INC.
CRD 282557File 801-124750
APPROVED
Retail clients
Disclosure events
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$186.3M
Bottom 25% of cohort (national)
Discretionary AUM
$186.3M
Clients
40
39 accounts
Employees
6
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 25, 2022
- Principal office
- 600 CENTRAL AVE, SUITE 293, HIGHLAND PARK, IL, 60035
- Phone
- 702-906-0940
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $186.3M
- Discretionary AUM
- $186.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 39
- Non-discretionary accounts
- 0
- Total accounts
- 39
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $5.0M |
| Individuals (other than high net worth individuals) | 13 | $181.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11
- Q11C2
- Q11E2
- Q11H1A
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.