CRD: 147872
Precision Financial Services
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- Custodian
- Axos ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FoundationDelta
- Established Date
- 11-12-2008
- Office Locations
- 2
Office Locations
About Precision Financial Services
Precision Financial Services is an RIA providing comprehensive financial planning and wealth management, including estate, retirement, and risk-management planning. It serves retail and institutional clients and builds long-term portfolios primarily with public funds and ETFs. Based in Mine Hill, NJ with an additional Florida office, it clears primarily through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID RYAN VOLLMER
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #4088139
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARC STEPHEN ABRAMSON
Owner
- CRD
- #6216148
GUILLERMO DANIEL AGUILAR HERNANDEZ
Research Analyst
- CRD
- #6348832
Legacy signal
Optima crest
- CRD
- #32587
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,105,891 | $316,902 |
| Non-Discretionary | $531,355 | $531,355 |
| Total | $435,637,246 | $317,058 |
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Separately Managed Accounts
Total SMA Asset: $435,637,246
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,225,119,221 | 17.6% |
| Equity - Exchange | $1,343,454,600 | 19.3% |
| Cash | $1,440,907,266 | 20.7% |
| Equity - OTC | $2,951,423,578 | 42.4% |
| Total | $6,960,904,665 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION UNISON | DELTA MERIDIAN | 4GL59Y2DG | WXI | 8.34% | $32,575,555 |
| EAGLE WAVE | PEAK DELTA | QHJMAHKCC | HZYU | 11.86% | $36,197,172 |
| CATALYST FUSION ZENITH | SIGNAL SIGNAL | 1OUFMAYID | VXU | 9.58% | $105,578,806 |
| GLACIER ALPHA | TIMBER VECTOR | TRG9831I2 | QFK | 6.42% | $43,429,663 |
| CATALYST QUANTUM UNISON | EMBER ELEMENT | 6JI0PE5Q5 | RKAA | 1.82% | $102,695,639 |
| QUANTUM VITAL | PEAK VECTOR | LOJG9GU28 | CZFRQ | 6.09% | $119,681,984 |
| GLACIER BEACON NORTH | BRIDGE MERIDIAN | ST3KLQ2E1 | KXK | 1.97% | $78,117,879 |
| GLACIER SUMMIT | MOMENTUM OAK | 5NKDBN7EO | NYVS | 8.23% | $46,877,474 |