Precept Management, LLC

Precept Management, LLC (CRD# 114671) is a financial advisory firm headquartered in Dallas, TX. They manage $15,724,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

200 Crescent Court, Suite 1450, Dallas, TX 75201

http://www.preceptfund.com

By the Numbers

Total Assets Under Management

16

MILLION
Total Number of Accounts

3

ACCOUNTS
Average Account Value

$5,241,333

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Precept Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Dana B. Baker

CRD#: 1468835

200 Crescent Court, Suite 1450, Dallas, TX 75201

Dana Baker (CRD# 1468835) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

Nick R. Roossien

CRD#: 5245707

200 Crescent Court, Suite 1450, Dallas, TX 75201

Nick Roossien (CRD# 5245707) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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