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Building 2PRECEPT ADVISORY GROUP LLC

Map pinIRVINE, CA
Phone800-344-1430
NotebookSEC #801-71072
Total AUM
$5B
Employees
8
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 THEORY
SUITE 200
IRVINE
CA 92617
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800-344-1430
Other Offices
1

ReceiptFinancials

Total AUM
$5B
Accounts
63
Discretionary
$541.8M
Accounts
3
Non-Discretionary
$4.5B
Accounts
60

ContactClients

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Pension/Profit Sharing Plan Clients
56
AUM
$4.8B
Corporation or Business Clients
7
AUM
$192M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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