Precept Management, LLC

Precept Management, LLC (CRD# 114671) is a financial advisory firm headquartered in Dallas, TX. They manage $101,816,356 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $12,727,045
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

TX

Financial Advisors at Precept Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dana B. Baker
CRD#: 1468835
200 Crescent Court, Suite 1450, Dallas, TX 75201
93
Wealthminder
score

Dana Baker (CRD# 1468835) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

2
Nick R. Roossien
CRD#: 5245707
200 Crescent Court, Suite 1450, Dallas, TX 75201
93
Wealthminder
score

Nick Roossien (CRD# 5245707) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 10 years of experience in the finance industry.

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