PRECISE INVESTMENT MANAGEMENT, INC. of HIGHLAND PARK, IL is an SEC-registered investment adviser (CRD 282557). Regulatory assets under management: $186.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Carlos Javier Legaspy | PRESIDENT | — |
| Myrna Estela Chavira | PRESIDENT | — |
| James J Kim | CHIEF COMPLIANCE OFFICER | — |
| KIM BENJAMIN J | CHIEF COMPLIANCE OFFICER | — |
| LEGASPY CARLOS JAVIER | INDIRECT OWNER; PRESIDENT | — |
| CHAVIRA MYRNA ESTELA | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |