| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon Boone Control | Treasurer And Chief Financial Officer | Under 5% | 2024 |
| Linda Kyu-Young Bright | President | Under 5% | 2012 |
| Marsh & McLennan Agency LLC Control | Shareholder | Over 75% | 2024 |
Precept Advisory Group LLC reports $5 billion in regulatory assets under management on its Form ADV.
Precept Advisory Group LLC reports 8 employees.
Precept Advisory Group LLC is based in Irvine, CA.
Precept Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 130 Theory, Suite 200, Irvine, CA 92617 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $541.8M |
| Non-discretionary | $4.47B |
| Total (RAUM) | $5.01B |