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- Custodian
- Axos · Interactive Brokers · Pershing
- Clients
- Retail
- Platforms
- VectorVector
- Established Date
- 05-02-2016
- Office Locations
- 6
Office Locations
About Precise Investment Management, Inc.
Precise provides customized financial management and control services for architecture/engineering and law firms, partnering closely with internal teams to improve budgeting, profitability, and decision-making. The firm combines three decades of industry specialization with hands-on, localized support across four global locations, and offers secure cloud-based tools (including Firm Insights and Lawyal) built for these professional services environments.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MYRNA ESTELA CHAVIRA
President
- CRD
- #4604459
- Ownership
- Less than 5%
JAMES J KIM
Chief Compliance Officer, Financial Advisor
- CRD
- #6040592
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID J GRAFF
--
- CRD
- #6241398
ANDRES F LARREA
--
- CRD
- #5769212
North beacon
Eagle eagle oak
- CRD
- #22694
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,316,022 | $4,777,334 |
| Non-Discretionary | $0 | -- |
| Total | $186,316,022 | $4,777,334 |
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Separately Managed Accounts
Total SMA Asset: $186,316,022
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $209,076,464 | 13.9% |
| Corporate - Investment Grade | $64,678,331 | 4.3% |
| Equity - Exchange | $317,375,064 | 21.1% |
| Cash | $308,350,180 | 20.5% |
| U.S. Government/Agency | $311,358,475 | 20.7% |
| Public Funds | $293,308,707 | 19.5% |
| Total | $1,504,147,221 | 100.0% |