Precept Advisory Group LLC

Precept Advisory Group LLC (CRD# 152776) is a financial advisory firm headquartered in Irvine, CA. They manage $2,700,000,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,700
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $45,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, TX

Financial Advisors at Precept Advisory Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Vincent T. Ko
CRD#: 4646004
130 Theory, Suite 200, Irvine, CA 92617
98
Wealthminder
score

Vince is a Retirement Plan Consultant and investment advisor at Precept Advisory Group LLC, a $3B RIA based in Irvine, CA.  Vince has direct relationship responsibility for managing a number of the firm’s national clients. He has been in the financial services industry for over 12 years, providing investment and retirement advice to high net worth investors, and implementing and administering retirement plans in the public sector. Primary responsibilities include 401(k) committee facilitation, 403(b)/457 expertise, Non-Qualified plan oversight, corporate transactions, and regulatory compliance. Vince holds the AIF designation, and is an active member of the Western Pension & Benefits Council & the Greater Orange County Retirement Plan Advisory Council.

2
Linda K. Bright
CRD#: 5756182
130 Theory, Suite 200, Irvine, CA 92617
93
Wealthminder
score

Linda Bright (CRD# 5756182) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 6 years of experience in the finance industry.

3
Bernson G. Wong
CRD#: 5780813
130 Theory, Suite 200, Irvine, CA 92617
93
Wealthminder
score

Bernson Wong (CRD# 5780813) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 6 years of experience in the finance industry.

4
Kevin J. Chen
CRD#: 3080139
130 Theory, Suite 200, Irvine, CA 92617
90
Wealthminder
score

Kevin Chen (CRD# 3080139) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has 1 year of experience in the finance industry.

5
Matija Fistrovic
CRD#: 5581507
130 Theory, Suite 200, Irvine, CA 92617
88
Wealthminder
score

Matija Fistrovic (CRD# 5581507) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has 1 year of experience in the finance industry.

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