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Financial ADVSR advisor directory · SEC adviser records

Precise Investment Management, Inc. financial advisors

Every SEC-registered investment adviser representative at Precise Investment Management, Inc., by the state and city of the office they work from.

The short answer

8 registered advisors work at Precise Investment Management, Inc., in 3 states and 6 cities; the most are in Chicago, IL (2). 0 list the CFP designation and 6 are also registered broker representatives.

Search every Precise Investment Management, Inc. advisor by name →Who joined and left Precise Investment Management, Inc. →Precise Investment Management, Inc.: assets, clients and custodians →

Cities with the most Precise Investment Management, Inc. advisors

Chicago, IL 2Coral Gables, FL 1El Paso, TX 1Highland Park, IL 1

Precise Investment Management, Inc. advisors by state

Precise Investment Management, Inc. in Illinois 3

Chicago 2Highland Park 1

Precise Investment Management, Inc. in Florida 1

Coral Gables 1

Precise Investment Management, Inc. in Texas 1

El Paso 1

Questions

How many financial advisors does Precise Investment Management, Inc. have?

8 investment adviser representatives are registered with Precise Investment Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 6 cities. 0 list the CFP designation and 6 are also registered as broker representatives.

Where does Precise Investment Management, Inc. have the most advisors?

Chicago, IL, with 2 registered advisors, then Coral Gables, FL (1). By state, Illinois has the most, with 3.

How do I find a Precise Investment Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every Precise Investment Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Precise Investment Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →