RIA Intelligence

PRECISE INVESTMENT MANAGEMENT, LLC

CRD #123672 SEC #801-61746 SAN DIEGO, CA 858-646-0019
SEC Registered
Total AUM
$220M
Discretionary
$220M
Employees
5
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEGASPY, CARLOS, JAVIERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
LEGASPY, CARLOS, JAVIERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
LEGASPY, CARLOS, JAVIERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
LEGASPY, CARLOS, JAVIERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 29, 2007 REGISTERED

Notice Filings (2)

CA TX

Address

8899 UNIVERSITY CENTER LANE
SUITE 310
SAN DIEGO, CA 92122
USA
Phone: 858-646-0019