Precept Advisory Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
130 Theory Ste 200, Irvine, California, ...Website
www.preceptadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Precept Advisory Group
Precept Advisory Group provides independent investment advisory services, compliance oversight, and retirement plan designs tailored to employers' total rewards strategies. As a registered Investment Advisor, they offer ERISA 3(21) Investment Advisory services, including fiduciary risk management, plan design consulting, and retirement plan customization. Their clients often engage them for project-specific needs, such as reviewing investment providers and negotiating fees. The company aims to maximize retirement savings outcomes for participants while minimizing risks through a comprehensive and integrated service model.Explore more
Precept Advisory Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Precept Advisory Group
<$5M
11-50
Private
-
2010
LB
Linda BrightSenior Vice President and Managing Director
Company Profile Activity
Activity Insights
Precept Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Precept Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Precept Advisory Group.
Precept Advisory Group Tech Stack
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Precept Advisory Group provides independent investment advisory services, compliance oversight, and retirement plan designs tailored to employers' total rewards strategies. As a registered Investment Advisor, they offer ERISA 3(21) Investment Advisory services, including fiduciary risk management, plan design consulting, and retirement plan customi... Read More
