Precedent Asset Management

Precedent Asset Management (CRD# 169100) is a financial advisory firm headquartered in Indianapolis, IN. They manage $43,344,680 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $328,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Precedent Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth R. Klabunde
CRD#: 2730931
9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240
96
Wealthminder
score

Kenneth Klabunde (CRD# 2730931) is an Investment Advisor Representative working at Precedent Asset Management in Indianapolis, IN and has over 19 years of experience in the finance industry. Kenneth Klabunde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick J. Daniels
CRD#: 6202958
9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240
89
Wealthminder
score

Patrick Daniels (CRD# 6202958) is an Investment Advisor Representative working at Precedent Asset Management in Indianapolis, IN and has over 2 years of experience in the finance industry.

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