Alexander Israel Behm
Investment adviser representative at Precision Fiduciary Partners, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$24.1BFirm assets
Are you Alexander Israel Behm? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Precision Fiduciary Partners, LLCDec 2025 to now
- Leafhouse Financial Advisors, LLCNov 2025 to now
- Transamerica Capital, Inc.Jan 2017 to Nov 2025
- Transamerica Retirement SolutionsApr 2015 to Nov 2025
- Transamerica Investors Securities CorporationApr 2015 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Precision Fiduciary Partners, LLC
$24.1BAssets managed
4,144Clients
11Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6214667
- Firm CRD
- 149694