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).
Total Assets Under Management43MILLION
Total Number of Accounts132ACCOUNTS
Average Account Value$328,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Kenneth Klabunde (CRD# 2730931) is an Investment Advisor Representative working at Precedent Asset Management in Indianapolis, IN and has over 20 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.
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.