PPrivate Fund Data Log in Join · $37/mo

Marsh & McLennan Agency LLC

ShareholderPrecept Advisory Group LLC

About Marsh & McLennan Agency LLC

Marsh & McLennan Agency LLC is listed as Shareholder at Precept Advisory Group LLC in Irvine, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Precept Advisory Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Marsh & McLennan Agency LLC work?

Marsh & McLennan Agency LLC is listed as Shareholder at Precept Advisory Group LLC on SEC Form ADV.

How much of Precept Advisory Group LLC does Marsh & McLennan Agency LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Precept Advisory Group LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024