Precept Advisory Group LLC
Precept Advisory Group LLC (CRD# 152776) is a financial advisory firm headquartered in Irvine, CA. They manage $4,268,132,507 in 62 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management4,268MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$68,840,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, OR, TX
Linda Bright (CRD# 5756182) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 13 years of experience in the finance industry.
Kevin Chen (CRD# 3080139) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Corey Coleman (CRD# 6007971) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 8 years of experience in the finance industry.
Matija Fistrovic (CRD# 5581507) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 9 years of experience in the finance industry.
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.
Bernson Wong (CRD# 5780813) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 13 years of experience in the finance industry.