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
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
Precept Advisory Group Tech Stack
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Frequently Asked Questions Regarding Precept Advisory Group
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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
