Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > irvine > PRECEPT ADVISORY GROUP LLC
PRECEPT ADVISORY GROUP LLC
130 Theory
Suite 200
Irvine, California 92617
Tel: 800-344-1430
About PRECEPT ADVISORY GROUP LLC
PRECEPT ADVISORY GROUP LLC, formally registered with the SEC as PRECEPT ADVISORY GROUP LLC. The firm was established in 02/08/2010. They have over 2 offices throughout the country.
PRECEPT ADVISORY GROUP LLC is a Irvine, California based Financial Planning firm with nearly $4,268,132,507 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152776 |
| SEC# | 801-71072 |
| Assets Managed by Firm | $4,268,132,507 |
| No. of Clients | 62 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 62 | $4,268,132,507 |
| Pension and profit sharing plans | 55 | $4,107,047,352 |
| Corporations or other businesses | 7 | $161,085,155 |
More Retirement Planning firms in Irvine, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Irvine, California