Precedent Asset Management
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
9000 Keystone Xing Ste 145, Indianapolis...Phone Number
(800) 264-9908Website
www.precedentstrategies.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Precedent Asset Management
Precedent Asset Management provides ongoing financial planning and active investment management services for: Physicians and Health Care Executives Families planning for or entering retirement Investors seeking careful risk management High-income earners wanting to minimize lifetime taxes We work only as a fiduciary advisor to our clients in exchange for a reasonable fee. We do not receive commissions or other forms of revenue from product providers. You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances.Explore more
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Precedent Asset Management provides ongoing financial planning and active investment management services for: Physicians and Health Care Executives Families planning for or entering retirement Investors seeking careful risk management High-income earners wanting to minimize lifetime taxes We work only as a fiduciary advisor to our clients in exchan... Read More
