Precept Advisory Group

Investment Bank/Securities Brokerage
Irvine CA
11 employees
Investment Management

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Company Overview

Headquarters: 130 Theory Suite 200, Irvine CA

Website: preceptadvisory.com

Phone: (949) 955-1430

Employees: 11

Founded in: 1987

Industry: Investment Bank/Securities Brokerage

NAICS Code: NAICS Code 52 Companies

NAICS Code 524 Companies

NAICS Code 5242 Companies

NAICS Code 56 Companies

SIC Code: SIC Code 62 Companies

SIC Code 628 Companies

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Financials & Stats

Revenue

$10B

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Who is Precept Advisory Group

Precept Advisory Group (PAG) is a Registered Investment Advisory (RIA) firm based in Irvine, California. The company employs 11 people and generates over $10,000 in annual revenue. PAG specializes in providing advice and services to clients seeking to build and manage high-value retirement benefit programs. PAG's services are designed to support a wide range of stakeholders involved in retirement planning, including finance and human resources executives, legal professionals, external ERISA counsel, auditors, and plan participants. Their expertise lies in enhancing retirement plan outcomes for both participants and plan sponsors. PAG differentiates itself through its commitment to providing unbiased and independent advice. The firm utilizes a consultative approach, well-documented process-centric services, and disciplined investment oversight to create customized, cost-effective programs tailored to each client's specific needs. For more information about Precept Advisory Group and its services, please visit their website at preceptadvisory.com.

Precept Advisory Group Industry Tags

Defined Contribution Consulting

Investment Advisory

401(k)

403(b)

457(b)

Non-qualified Deferred Compensation

3(21) Fiduciary

Fiduciary Oversight

Plan Design Consulting

Benchmarking

Investment Bank/Securities Brokerage

Management Investment

Open-ended

Investment Management

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Precept Advisory Group Tech Stack

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Companies Similar to Precept Advisory Group

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BlackRock TCP Capital Corp	10M		Santa Monica, CA	2012
116th Partners	10M	4	New York, NY	2015
Amar Ltd	10M	11		2013
Alexander Company	10M	14	Freiburg, CA	2010
Anderson Group Holdings Limited	10M	3	Saint Paul, MN

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FAQ

What is the location of Precept Advisory Group's headquarters?

The headquarters of Precept Advisory Group are situated at 130 Theory Suite 200, Irvine CA

What is Precept Advisory Group's phone number?

Precept Advisory Group's contact number is (949) 955-1430.

What is Precept Advisory Group's official website?

The official website of Precept Advisory Group can be found at preceptadvisory.com.

What is Precept Advisory Group's current revenue?

As of February 2015, Precept Advisory Group's annual revenue reached $10B.

How many employees does Precept Advisory Group currently have?

Precept Advisory Group employs approximately 11+ people as of February 2015

Which industries is Precept Advisory Group primarily operating in?

Precept Advisory Group operates in the following industries: Investment Management

What are Precept Advisory Group's industry tags?

Precept Advisory Group's industry tags include: Defined Contribution Consulting, Investment Advisory, 401(k)

When was Precept Advisory Group founded?

Precept Advisory Group was founded in 1987.

Employee Directory

Key Employees

Linda Bright

Sr. Vice President & Managing Director

Phone Email

Vince Ko

VP of Retirement Plan Consulting

Phone Email