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Precise Investment Management, LLC (San Diego)


Precise Investment Management, LLC is a large advisory firm based in San Diego. It manages $71.85 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.

Precise Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Precise Investment Management: assets under management

The assets under management (AUM) of Precise Investment Management, LLC is $71.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.79 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Precise Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Precise Investment Management, LLC performs its advisory services is located at 8899 University Center Lane, San Diego, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-646-0019 or by fax 858-646-0633. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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