Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC (CRD# 299827) is a financial advisory firm headquartered in Saint Louis, MO. They manage $297,191,920 in 1,077 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management297MILLION
-
Total Number of Accounts1,077ACCOUNTS
-
Average Account Value$275,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX
Spencer Funk (CRD# 6246325) is an Investment Advisor Representative working at Precision Wealth Strategies, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
John Jones (CRD# 6028062) is an Investment Advisor Representative working at Precision Wealth Strategies, LLC in Georgetown, TX and has over 12 years of experience in the finance industry.
Darin Robinson (CRD# 4594551) is an Investment Advisor Representative working at Precision Wealth Strategies, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry.
Trevor O'connor (CRD# 7343812) is an Investment Advisor Representative working at Precision Wealth Strategies, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.