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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2022
- Office Locations
- 1
Office Locations
About Precision Vector Financial
Precision Vector Financial is an independent, owner-led RIA providing retirement planning with ongoing investment management, plus college and legacy/estate planning. The firm emphasizes clear client education and accountability so clients understand and stick with their plan. Portfolios lean heavily on ETF-based asset allocation with some fixed income exposure. Founder Steven G. Brown frames planning through an air-traffic-controller lens—coordinating many moving parts to keep the financial roadmap on course.
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Owner & Executives
STEVEN GEORGE BROWN
Financial Advisor, Owner, Senior Vice President
- CRD
- #5116222
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $569,104 | -- |
| Non-Discretionary | $0 | -- |
| Total | $569,104 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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