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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRECISION FINANCIAL SERVICES

PFS PARTNERS, LLC, CRD 147872

MINE HILL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08ce6a3e-210c-60cb-1346-0d0b5caf0620

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 3
On other graphs: 0
Observed: Mar 27, 2013 to Feb 19, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $436MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $435M
Private client RAUM: $414MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $43.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 10
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,374
Individual clients: 398
High net worth clients: 111
Custody, client assets: $187M
SEC number: 801-77867
CIK: 2002654
CRD: 147872
Filings on the tape: 41
First filed: Mar 27, 2013
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, NJ
Website: precisionfinancialservices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL BABYAK JR, II	n/a	MINE HILL, NJ	17	34	1	no
DAVID RYAN VOLLMER	Chartered Financial Analyst	MINE HILL, NJ	17	26	1	no
BRUCE DAVID JONES	Chartered Financial Consultant	MINE HILL, NJ	13	41	2	no
DAVID MICHAEL GORMAN	n/a	MINE HILL, NJ	13	22	3	yes
MARC STEPHEN ABRAMSON	n/a	NEW YORK, NY \| MINE HILL, NJ	12	13	n/a	no
STEVEN R HARDARDT	n/a	MARCO ISLAND, FL \| MINE HILL, NJ	12	12	n/a	no
ETHAN W KRAFT	n/a	MINE HILL, NJ	10	11	n/a	no
GUILLERMO DANIEL AGUILAR HERNANDEZ	Chartered Financial Analyst	MINE HILL, NJ \| Buffalo, NY	9	10	1	no
MATTHEW DEREK LAFEVRE	Certified Financial Planner	MINE HILL, NJ	9	11	n/a	no
Miguel Antonio Dajer-Rodriguez	Certified Financial Planner	MINE HILL, NJ	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VOLLMER, DAVID, RYAN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	06/2008	Mar 27, 2013	Oct 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRECISION FINANCIAL SERVICES INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
NEW YORK	NY	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$436M	$435M	16	10	4	n/a	n/a
2024	Feb 21, 2025	$368M	$367M	16	11	4	n/a	n/a
2023	Jan 25, 2024	$321M	$320M	16	9	3	n/a	n/a
2022	Feb 14, 2023	$268M	$267M	9	9	2	n/a	n/a
2021	Mar 3, 2022	$352M	$352M	10	10	2	n/a	n/a
2020	Feb 2, 2021	$312M	$311M	11	11	2	n/a	n/a
2019	Mar 26, 2020	$287M	$287M	11	11	2	n/a	n/a
2018	Feb 26, 2019	$268M	$239M	18	12	2	n/a	n/a
2017	Mar 22, 2018	$282M	$261M	14	13	2	n/a	n/a
2016	Mar 31, 2017	$220M	$219M	13	12	n/a	n/a	n/a
2015	Mar 11, 2016	$188M	$188M	23	12	n/a	n/a	n/a
2014	Mar 6, 2015	$201M	$200M	9	9	n/a	n/a	n/a
2013	Mar 21, 2014	$180M	$180M	9	9	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	10.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$436M	$368M	18.5%	$268M	17.6%	16	16	4	4

Relationships

Affiliated with (1)

← LEIGH BALDWIN & CO., LLCRegistered adviserother investment adviser
factForm ADV

Registered with (19)

← Miguel Antonio Dajer-RodriguezAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← GUILLERMO DANIEL AGUILAR HERNANDEZAdvisorregistration: current employment
Feb 7, 2017 to presentfactForm ADV
← MATTHEW DEREK LAFEVREAdvisorregistration: current employment
Feb 7, 2017 to presentfactForm ADV
← ETHAN W KRAFTAdvisorregistration: current employment
Oct 7, 2015 to presentfactForm ADV
← STEVEN R HARDARDTAdvisorregistration: current employment
Jan 16, 2014 to presentfactForm ADV
← MARC STEPHEN ABRAMSONAdvisorregistration: current employment
Nov 4, 2013 to presentfactForm ADV
← BRUCE DAVID JONESAdvisorregistration: current employment
Jan 3, 2013 to presentfactForm ADV
← DAVID MICHAEL GORMANAdvisorregistration: current employment
Jan 3, 2013 to presentfactForm ADV
← DAVID RYAN VOLLMERAdvisorregistration: current employment
Feb 2, 2009 to presentfactForm ADV
← MICHAEL BABYAK JR, IIAdvisorregistration: current employment
Nov 12, 2008 to presentfactForm ADV
← Socrates George LeotsakosAdvisorregistration: previous registration
May 17, 2024 to Dec 15, 2025factForm ADV
← Christopher Richard JonesAdvisorregistration: previous registration
Jan 4, 2022 to Sep 27, 2022factForm ADV
← JOHN SALVATORE DIBELLOAdvisorregistration: previous registration
Jul 9, 2020 to Nov 3, 2021factForm ADV
← SHAWN PATRICK BRUNNERAdvisorregistration: previous registration
May 8, 2019 to Jun 28, 2021factForm ADV
← Susan V. Walker-GomezAdvisorregistration: previous registration
Apr 5, 2018 to Apr 18, 2019factForm ADV
← MELINDA B GAERTNERAdvisorregistration: previous registration
Mar 27, 2018 to Sep 11, 2018factForm ADV
← MELISSA NORWICKEAdvisorregistration: previous registration
Sep 5, 2013 to Jul 9, 2018factForm ADV
← JUSTIN MATTHEW FOLLMERAdvisorregistration: previous registration
May 1, 2013 to Nov 26, 2013factForm ADV
← CHARLES CHRISTOPHER SCOTTAdvisorregistration: previous registration
Nov 12, 2008 to Dec 15, 2009factForm ADV

Controls (1)

← VOLLMER, DAVID, RYANOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2013 to Oct 1, 2024factForm ADV

Dated events

Occurred
Dec 15, 2025
Advisor changed firm
Socrates George Leotsakos left Precision Financial Services for Commonwealth Financial Network (registered 2026-01-06)
Form ADVobserved 6 days ago
Occurred
Sep 27, 2022
Advisor changed firm
Christopher Richard Jones left Precision Financial Services for Fsa Wealth Partners (registered 2023-02-10)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2013
First Form ADV filing
Pfs Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08ce6a3e-210c-60cb-1346-0d0b5caf0620
First observed: Mar 27, 2013
Last observed: Feb 19, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRECISION FINANCIAL SERVICES

PFS PARTNERS, LLC, CRD 147872

MINE HILL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08ce6a3e-210c-60cb-1346-0d0b5caf0620

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL BABYAK JR, II

n/a

MINE HILL, NJ

DAVID RYAN VOLLMER

Chartered Financial Analyst

MINE HILL, NJ

BRUCE DAVID JONES

Chartered Financial Consultant

MINE HILL, NJ

DAVID MICHAEL GORMAN

n/a

MINE HILL, NJ

yes

MARC STEPHEN ABRAMSON

n/a

NEW YORK, NY | MINE HILL, NJ

n/a

STEVEN R HARDARDT

n/a

MARCO ISLAND, FL | MINE HILL, NJ

n/a

ETHAN W KRAFT

n/a

MINE HILL, NJ

n/a

GUILLERMO DANIEL AGUILAR HERNANDEZ

Chartered Financial Analyst

MINE HILL, NJ | Buffalo, NY

MATTHEW DEREK LAFEVRE

Certified Financial Planner

MINE HILL, NJ

n/a

Miguel Antonio Dajer-Rodriguez

Certified Financial Planner

MINE HILL, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VOLLMER, DAVID, RYAN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

06/2008

Mar 27, 2013

Oct 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRECISION FINANCIAL SERVICES INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Denver

United States

NEW YORK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$436M

$435M

n/a

2024

Feb 21, 2025

$368M

$367M

n/a

2023

Jan 25, 2024

$321M

$320M

n/a

2022

Feb 14, 2023

$268M

$267M

n/a

2021

Mar 3, 2022

$352M

n/a

2020

Feb 2, 2021

$312M

$311M

n/a

2019

Mar 26, 2020

$287M

n/a

2018

Feb 26, 2019

$268M

$239M

n/a

2017

Mar 22, 2018

$282M

$261M

n/a

2016

Mar 31, 2017

$220M

$219M

n/a

2015

Mar 11, 2016

$188M

n/a

2014

Mar 6, 2015

$201M

$200M

n/a

2013

Mar 21, 2014

$180M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$436M

$368M

18.5%

$268M

17.6%