PRECEPT MANAGEMENT, LLC

200 Crescent Court
Suite 1450
Dallas, Texas 75201
Tel: 214-880-7444

About PRECEPT MANAGEMENT, LLC

PRECEPT MANAGEMENT, LLC, formally registered with the SEC as PRECEPT MANAGEMENT, LLC. The firm was established in 02/23/2006. They have over 1 offices throughout the country.

PRECEPT MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $15,724,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114671
SEC#	801-66256
Assets Managed by Firm	$15,724,000
No. of Clients	3
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$15,724,000

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