Investment adviser · CRD 147872
PRECISION FINANCIAL SERVICES
Investment adviser filing (IA)
PFS PARTNERS, LLC
MINE HILL, NJ, United States · Form ADV filed Feb 19, 2026
- Regulatory AUM
- $436M Form ADV · Item 5.F
- Client accounts
- 1,374 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $305,210,831 | 70.1% |
| Individuals | 398 | $109,277,131 | 25.1% |
| Charities | 6 | $8,283,783 | 1.9% |
| Corporations & businesses | 5 | $8,011,439 | 1.8% |
| Retirement plans | 8 | $4,854,062 | 1.1% |
Filing source
Form ADV 2057306 · Feb 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
350 US HIGHWAY 46MINE HILL, NJ, 07803, United States
CRD 147872
Filing source
Form ADV 2057306 · Feb 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.