David Ryan Vollmer

CFA

Precision Financial Services

21 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInsurance Planning

Precision Financial Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

515 clients

Average Client Portfolio

$714K average

Assets Under Management

$367.7M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

350 Us Highway 46, Mine Hill, NJ, 07803

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

David is the owner of Precision Financial Services Inc., a fixed insurance DBA, and BV Realty LLC, a real estate rental business since 2015. He spends minimal time on the real estate business.