Precision Financial Services

Precision Financial Services (CRD# 147872) is a financial advisory firm headquartered in Mine Hill, NJ. They manage $219,524,898 in 923 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    923
    ACCOUNTS
  • Average Account Value
    $237,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Precision Financial Services
Showing 1 - 10 of 11 top financial advisors.
1
Bruce D. Jones
CRD#: 260916
350 Route 46, Mine Hill, NJ 07803
96
Wealthminder
score

Bruce Jones (CRD# 260916) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 24 years of experience in the finance industry.

2
David R. Vollmer
CRD#: 4088139
350 Route 46, Mine Hill, NJ 07803
96
Wealthminder
score

David Vollmer (CRD# 4088139) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 17 years of experience in the finance industry.

3
David M. Gorman
CRD#: 4745571
350 Route 46, Mine Hill, NJ 07803
93
Wealthminder
score

David Gorman (CRD# 4745571) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 13 years of experience in the finance industry.

4
Melissa Norwicke
CRD#: 4848000
350 Route 46, Mine Hill, NJ 07803
93
Wealthminder
score

Melissa Norwicke (CRD# 4848000) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 12 years of experience in the finance industry.

5
David N. Tenenbaum
CRD#: 3052554
350 Route 46, Mine Hill, NJ 07803
93
Wealthminder
score

David Tenenbaum (CRD# 3052554) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 13 years of experience in the finance industry.

6
Marc S. Abramson
CRD#: 6216148
104 West 40th Street, Suite 530, New York, NY 10018
90
Wealthminder
score

Marc Abramson (CRD# 6216148) is an Investment Advisor Representative working at Precision Financial Services in New York, NY and has over 4 years of experience in the finance industry.

7
Steven R. Hardardt
CRD#: 6154536
4600 South Syracuse, Suite 956, Denver, CO 80237
90
Wealthminder
score

Steven Hardardt (CRD# 6154536) is an Investment Advisor Representative working at Precision Financial Services in Denver, CO and has over 4 years of experience in the finance industry.

8
Guillermo D. Aguilar-Hernandez
CRD#: 6348832
350 Route 46, Mine Hill, NJ 07803
89
Wealthminder
score

Guillermo Aguilar-Hernandez (CRD# 6348832) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 2 years of experience in the finance industry.

9
Ethan W. Kraft
CRD#: 5909513
350 Route 46, Mine Hill, NJ 07803
89
Wealthminder
score

Ethan Kraft (CRD# 5909513) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 2 years of experience in the finance industry.

10
Matthew D. Lafevre
CRD#: 6496191
350 Route 46, Mine Hill, NJ 07803
88
Wealthminder
score

Matthew Lafevre (CRD# 6496191) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has 1 year of experience in the finance industry.

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