Precept Advisory Group

Precept Advisory Group

Investment Management, 130 Theory, Irvine, California, 92617, United States, 11-50 Employees

preceptadvisory.com

  • LinkedIn

phone no Phone Number: +18*********

Who is PRECEPT ADVISORY GROUP

Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all...

Read More

map
  • 130 Theory, Irvine, California, 92617, United States Headquarters: 130 Theory, Irvine, California, 92617, United States
  • 1987 Date Founded: 1987
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 524210 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PRECEPT ADVISORY GROUP

Precept Advisory Group Org Chart and Mapping

Employees

Bernson Wong

Vice President, Investment Research

Aif® Linda Bright

Sr. Vice President & Managing Director

Kevin Chen

Vice President, Head of Investments

Vincent Ko

VP of Retirement Plan Consulting

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Precept Advisory Group

Answer: Precept Advisory Group's headquarters are located at 130 Theory, Irvine, California, 92617, United States

Answer: Precept Advisory Group's phone number is +18*********

Answer: Precept Advisory Group's official website is https://preceptadvisory.com

Answer: Precept Advisory Group's revenue is $1 Million to $5 Million

Answer: Precept Advisory Group's SIC: 6211

Answer: Precept Advisory Group's NAICS: 524210

Answer: Precept Advisory Group has 11-50 employees

Answer: Precept Advisory Group is in Investment Management

Answer: Precept Advisory Group contact info: Phone number: +18********* Website: https://preceptadvisory.com

Answer: Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all stakeholders, from finance and human resources executives to legal, external ERISA counsel, auditors, and plan participants. As a nationally recognized Registered Investment Advisory (RIA) firm, PAG has the expertise and passion to enhance retirement plan outcomes for participants and plan sponsors. Our clients understand the value of receiving unbiased and independent advice. And, with our industry-leading consultative approach, well documented process-centric services, and disciplined investment oversight, we are able to build customized, cost-effective programs that deliver more.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access