Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Precision Financial Services
- ·The full record, as it builds
Funding rounds
No funding rounds for Precision Financial Services are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Precision Financial Services
Provider of financial services to individuals and corporations. The company offers family office, financial planning, wealth management, executive and corporate planning, retirement planning, and risk management services. They also provide value-added concierge services and have locations in New Jersey, New York, and Colorado. Investment services are offered through PFS Partners, LLC.
- Sector
- Financial Services
- HQ
- Mine Hill, NJ, United States
- Employees
- 39
- Ownership
- Privately Held (no backing)
Precision Financial Services doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Precision Financial Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Precision Financial Services in its N-PORT filings yet. We sweep new filings monthly.