Precision Wealth Strategies is an investment advisor in ST. Louis with $252.63 mm assets under management.
Company profile
Employees
Incorporated
SEC CIK
IRS number
262032682
SEC advisor number
801-114482
FINRA CRD number
299827
AUM ?
$297.19 mm
(as of 11 Apr 24)
Accounts
1,077
(as of 11 Apr 24)
Employees
10
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22