Dakota
Dakota
Book a Demo
Talk to an Expert

Precision Financial Services

EST. AUM
$435,637,246

CONTACTS
2

CLIENT ACCOUNTS
1,374

Firm Details

Metro area North Jersey
CRD Number 147872
Website precisionfinancialservices.com
Client types

Overview

Precision Financial Services is a New Jersey–based SEC‑registered RIA founded in 2008 by David Vollmer, the sole owner and managing member. The firm manages approximately $320 million in client assets, primarily through its discretionary wrap‑fee platform. It caters to a diverse clientele including retail investors, high net worth individuals, pension plans, and charitable organizations. With nine financial advisors, the firm emphasizes goal‑oriented portfolio and retirement planning, complemented by personal and institutional consulting, all delivered under a fiduciary standard

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy