Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
498 days old
General
Location
Morris County, NJ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Independent RIA looking to grow by adding talented advisors who desire a stronger value proposition with a firm that provides the resources to support their current book of business and assist in their growth. Also seeking to partner with advisors who are looking to transition and create a succession plan over the next few years, with the confidence their clients will remain in trusted hands.

About Us:
Precision Financial Services is a family office structure with a rich history of over 50 years serving clients. Since 1966, we created a client first focus with an unbiased financial planning approach.
PFS Partners, our independent RIA, is a fee-only Registered Investment Advisor working with individuals and small businesses to develop a suitable strategy, identify alternatives and provide customized financial plans.

We currently have clients in over 30 states and growing. This speaks to our reach and the level of confidence our clients have in our team. We strive to separate ourselves, ensuring our firm is highly differentiated and our financial interests are fully aligned with the interests of our clients.

3 office locations:
New Jersey
New York City
Colorado

Extent of our internal team:
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment Review Committee
Research and Investment Analyst
Trading
Retirement Plan Specialists
Insurance Specialists
Estate Specialists
Meeting preparation
Administration
Account maintenance

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