Precise Investment Management, Inc.
● SEC registered since 2022CRD 282557SEC# 801-124750Highland Park, IL
Reg. AUM
$349.2M
Employees
8
Accounts
80
Location
Highland Park, IL
Precise Investment Management, Inc. assets under management
Precise Investment Management, Inc. is an investment advisory firm registered with the SEC based in Highland Park, IL. The firm has been registered since 2022. It reports $349.2 million in regulatory assets under management and employs 8 people.
Precise Investment Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Intelligenics, Inc. Control | Owner/Member | Over 75% | 2013 |
| James J Kim Control | Chief Compliance Officer | Under 5% | 2022 |
| Myrna Estela Chavira Control | President | Under 5% | 2021 |
| Banco San Juan Internacional Inc. Control | Shareholder | 25-50% | 2022 |
| Carlos Javier Legaspy Control | President | 50-75% | 2013 |
Frequently asked questions
How much does Precise Investment Management, Inc. manage?
Precise Investment Management, Inc. reports $349.2 million in regulatory assets under management on its Form ADV.
How many employees does Precise Investment Management, Inc. have?
Precise Investment Management, Inc. reports 8 employees.
Where is Precise Investment Management, Inc. located?
Precise Investment Management, Inc. is based in Highland Park, IL and has been SEC-registered since 2022.
Does Precise Investment Management, Inc. disclose fund performance?
Precise Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Central Ave, Suite 293, Highland Park, IL 60035 |
| Phone | 702-906-0940 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$349.2M▲ 87%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$349.2Mregulatory AUM
Discretionary $349.2M