PFS PARTNERS, LLC
Legal name: PRECISION FINANCIAL SERVICES
CRD #147872 SEC #801-77867 MINE HILL, NJ 973-927-6300
SEC Registered
Total AUM
$367.7M
Discretionary
$367.3M
Employees
16
Clients
11
Accounts
1,302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $367.7M | $367.3M | $457.7K | 16 | 5 |
| Feb 2025 | $367.7M | $367.3M | $457.7K | 16 | 5 |
| Oct 2024 | $320.6M | $320.1M | $458.2K | 16 | 2 |
| Jan 2024 | $320.6M | $320.1M | $458.2K | 16 | 2 |
| Jan 2024 | $320.6M | $320.1M | $458.2K | 16 | 2 |
| Oct 2023 | $267.9M | $267.5M | $398.4K | 9 | 3 |
| Jun 2023 | $267.9M | $267.5M | $398.4K | 9 | 3 |
| Feb 2023 | $267.9M | $267.5M | $398.4K | 9 | 3 |
| Feb 2023 | $267.9M | $267.5M | $398.4K | 9 | 3 |
| Oct 2022 | $352.4M | $351.9M | $515.7K | 10 | 2 |
| Mar 2022 | $352.4M | $351.9M | $515.7K | 10 | 2 |
| Jan 2022 | $311.9M | $311.4M | $531.9K | 11 | 37 |
| Nov 2021 | $311.9M | $311.4M | $531.9K | 11 | 37 |
| Apr 2021 | $311.9M | $311.4M | $531.9K | 11 | 37 |
| Feb 2021 | $311.9M | $311.4M | $531.9K | 11 | 37 |
| Feb 2021 | $311.9M | $311.4M | $531.9K | 11 | 37 |
| Oct 2020 | $287.4M | $286.9M | $506.5K | 11 | 2 |
| Aug 2020 | $287.4M | $286.9M | $506.5K | 11 | 2 |
| May 2020 | $287.4M | $286.9M | $506.5K | 11 | 2 |
| May 2020 | $287.4M | $286.9M | $506.5K | 11 | 2 |
| Mar 2020 | $287.4M | $286.9M | $506.5K | 11 | 2 |
| Feb 2019 | $268.4M | $238.8M | $29.5M | 18 | 3 |
| Oct 2018 | $281.6M | $260.9M | $20.7M | 14 | 3 |
| Jun 2018 | $281.6M | $260.9M | $20.7M | 14 | 3 |
| Mar 2018 | $281.6M | $260.9M | $20.7M | 14 | 3 |
| Nov 2017 | $219.5M | $219.1M | $463.3K | 13 | 2 |
| Sep 2017 | $219.5M | $219.1M | $463.3K | 13 | 400 |
| Jul 2017 | $219.5M | $219.1M | $463.3K | 13 | 400 |
| Mar 2017 | $219.5M | $219.1M | $463.3K | 13 | 400 |
| Nov 2016 | $188.5M | $188M | $431.9K | 23 | 700 |
| Oct 2016 | $188.5M | $188M | $431.9K | 23 | 700 |
| Mar 2016 | $188.5M | $188M | $431.9K | 23 | 700 |
| Dec 2015 | $200.9M | $200.4M | $506.4K | 9 | 600 |
| Mar 2015 | $200.9M | $200.4M | $506.4K | 9 | 600 |
| Oct 2014 | $180.1M | $179.6M | $520.4K | 9 | 500 |
| Mar 2014 | $180.1M | $179.6M | $520.4K | 9 | 500 |
| Oct 2013 | $102.4M | $101.9M | $490.8K | 7 | 0 |
| Jun 2013 | $102.4M | $101.9M | $490.8K | 7 | 0 |
| Mar 2013 | $102.4M | $101.9M | $490.8K | 7 | 0 |
DateSep 2025
Total AUM$367.7M
Discretionary$367.3M
Non-Disc.$457.7K
Employees16
Clients5
DateFeb 2025
Total AUM$367.7M
Discretionary$367.3M
Non-Disc.$457.7K
Employees16
Clients5
DateOct 2024
Total AUM$320.6M
Discretionary$320.1M
Non-Disc.$458.2K
Employees16
Clients2
DateJan 2024
Total AUM$320.6M
Discretionary$320.1M
Non-Disc.$458.2K
Employees16
Clients2
DateJan 2024
Total AUM$320.6M
Discretionary$320.1M
Non-Disc.$458.2K
Employees16
Clients2
DateOct 2023
Total AUM$267.9M
Discretionary$267.5M
Non-Disc.$398.4K
Employees9
Clients3
DateJun 2023
Total AUM$267.9M
Discretionary$267.5M
Non-Disc.$398.4K
Employees9
Clients3
DateFeb 2023
Total AUM$267.9M
Discretionary$267.5M
Non-Disc.$398.4K
Employees9
Clients3
DateFeb 2023
Total AUM$267.9M
Discretionary$267.5M
Non-Disc.$398.4K
Employees9
Clients3
DateOct 2022
Total AUM$352.4M
Discretionary$351.9M
Non-Disc.$515.7K
Employees10
Clients2
DateMar 2022
Total AUM$352.4M
Discretionary$351.9M
Non-Disc.$515.7K
Employees10
Clients2
DateJan 2022
Total AUM$311.9M
Discretionary$311.4M
Non-Disc.$531.9K
Employees11
Clients37
DateNov 2021
Total AUM$311.9M
Discretionary$311.4M
Non-Disc.$531.9K
Employees11
Clients37
DateApr 2021
Total AUM$311.9M
Discretionary$311.4M
Non-Disc.$531.9K
Employees11
Clients37
DateFeb 2021
Total AUM$311.9M
Discretionary$311.4M
Non-Disc.$531.9K
Employees11
Clients37
DateFeb 2021
Total AUM$311.9M
Discretionary$311.4M
Non-Disc.$531.9K
Employees11
Clients37
DateOct 2020
Total AUM$287.4M
Discretionary$286.9M
Non-Disc.$506.5K
Employees11
Clients2
DateAug 2020
Total AUM$287.4M
Discretionary$286.9M
Non-Disc.$506.5K
Employees11
Clients2
DateMay 2020
Total AUM$287.4M
Discretionary$286.9M
Non-Disc.$506.5K
Employees11
Clients2
DateMay 2020
Total AUM$287.4M
Discretionary$286.9M
Non-Disc.$506.5K
Employees11
Clients2
DateMar 2020
Total AUM$287.4M
Discretionary$286.9M
Non-Disc.$506.5K
Employees11
Clients2
DateFeb 2019
Total AUM$268.4M
Discretionary$238.8M
Non-Disc.$29.5M
Employees18
Clients3
DateOct 2018
Total AUM$281.6M
Discretionary$260.9M
Non-Disc.$20.7M
Employees14
Clients3
DateJun 2018
Total AUM$281.6M
Discretionary$260.9M
Non-Disc.$20.7M
Employees14
Clients3
DateMar 2018
Total AUM$281.6M
Discretionary$260.9M
Non-Disc.$20.7M
Employees14
Clients3
DateNov 2017
Total AUM$219.5M
Discretionary$219.1M
Non-Disc.$463.3K
Employees13
Clients2
DateSep 2017
Total AUM$219.5M
Discretionary$219.1M
Non-Disc.$463.3K
Employees13
Clients400
DateJul 2017
Total AUM$219.5M
Discretionary$219.1M
Non-Disc.$463.3K
Employees13
Clients400
DateMar 2017
Total AUM$219.5M
Discretionary$219.1M
Non-Disc.$463.3K
Employees13
Clients400
DateNov 2016
Total AUM$188.5M
Discretionary$188M
Non-Disc.$431.9K
Employees23
Clients700
DateOct 2016
Total AUM$188.5M
Discretionary$188M
Non-Disc.$431.9K
Employees23
Clients700
DateMar 2016
Total AUM$188.5M
Discretionary$188M
Non-Disc.$431.9K
Employees23
Clients700
DateDec 2015
Total AUM$200.9M
Discretionary$200.4M
Non-Disc.$506.4K
Employees9
Clients600
DateMar 2015
Total AUM$200.9M
Discretionary$200.4M
Non-Disc.$506.4K
Employees9
Clients600
DateOct 2014
Total AUM$180.1M
Discretionary$179.6M
Non-Disc.$520.4K
Employees9
Clients500
DateMar 2014
Total AUM$180.1M
Discretionary$179.6M
Non-Disc.$520.4K
Employees9
Clients500
DateOct 2013
Total AUM$102.4M
Discretionary$101.9M
Non-Disc.$490.8K
Employees7
Clients0
DateJun 2013
Total AUM$102.4M
Discretionary$101.9M
Non-Disc.$490.8K
Employees7
Clients0
DateMar 2013
Total AUM$102.4M
Discretionary$101.9M
Non-Disc.$490.8K
Employees7
Clients0