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Wenli Tan

Precision Fiduciary Partners, LLC

Chicago, IL

Austin, TX

Mesirow Financial Investment Management, Inc.

Chicago, IL

CRD 5631278

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Employer firm

Precision Fiduciary Partners, LLC CRD 149694

$24.1B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Precision Fiduciary Partners, Llc

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-20
  • TX RA
    APPROVED_RES
    Since 2026-07-20

Branch Locations

353 North Clark Street , Chicago, IL 60654 • United States

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Mesirow Financial Investment Management, Inc.

353 N. Clark St, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-04-04
  • IL RA
    APPROVED
    Since 2014-04-04

Branch Locations

353 N. Clark St, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mesirow Financial, Inc. Chicago IL 01/2009 Present
Precision Fiduciary Partners Llc Austin TX 07/2026 Present
Mesirow Financial Investment Management Inc. Chicago IL 01/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-04
  • S66 Uniform Combined State Law Examination
    2014-04-04

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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