Data / Investment advisers / New Jersey / Precision Financial Services
Precision Financial Services, Mine Hill, NJ: $436 million AUM, SEC registered investment adviser
Precision Financial Services is an SEC registered investment adviser with its main office in Mine Hill, New Jersey and reports $436 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 147872
- SEC file number
- 801-77867
- SEC status
- Approved, effective April 15, 2013
- Legal name
- PFS Partners, LLC
- Main office
- 350 US Highway 46, Mine Hill, NJ 07803
- Phone
- (973) 927-6300
- Website
- precisionfinancialservices.com
- Regulatory AUM
- $435,637,246 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $435,105,891
- Non discretionary AUM
- $531,355
- Accounts
- 1,374
- Employees
- 16, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 111 | $305.2 million |
| Individuals (other than high net worth individuals) | 398 | $109.3 million |
| Charitable organizations | 6 | $8.3 million |
| Corporations or other businesses | 5 | $8 million |
| Pension and profit sharing plans | 8 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $435.6 million | February 19, 2026 |
| December 1, 2025 | $367.7 million | September 16, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quaker Wealth Management LLC | Moorestown | $449.3 million | Not listed | adviserinfo.sec.gov |
| Sage Residential Management LLC | Morristown | $444.1 million | 3 | adviserinfo.sec.gov |
| Credit Capital Investments | Livingston | $444 million | 3 | adviserinfo.sec.gov |
| Selkirk Management, LLC | Chatham | $443 million | 1 | adviserinfo.sec.gov |
| Ta Capital Management, LLC | Sewell | $438.9 million | Not listed | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 2 | adviserinfo.sec.gov |
| Omni 360 Wealth, Inc. | Plainsboro | $425.7 million | Not listed | adviserinfo.sec.gov |
| Paradigm Investment Advisory, LLC | Bridgewater | $425.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Precision Financial Services on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.