Precept Advisory Group LLC (Irvine)
Precept Advisory Group LLC is a large advisory firm based in Irvine. It manages $3.41 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.
Precept Advisory Group provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Precept Advisory Group: assets under management
The assets under management (AUM) of Precept Advisory Group LLC is $3.41 billion. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Precept Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Martin Loth serves?
The only and largest group of clients of Martin Loth is pension and profit sharing plans with 48 clients and $3.41 billion of assets under management. Among the 9 most similar advisory firms, Precept Advisory Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.41 billion for 48 clients. None of the firm’s clients are foreign persons or businesses.
Precept Advisory Group doesn't advise any private funds.
Careers at Precept Advisory Group LLC
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Martin Loth has been acting as President since 1 Jun 2012. Inc. Mcgriff Insurance Services joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Irvine
The principal office where Precept Advisory Group LLC performs its advisory services is located at 130 Theory, Irvine, CA 92617, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-344-1430 or by fax 949-955-9471. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at preceptadvisory.com.
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