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Precept Advisory Group Logo
Precept Advisory Group CB Rank
935611
Heat Score
52
Precept Advisory Group specializes in investment advisory, fiduciary risk management, retirement planning and consulting services.
Founded
obfuscation
Private Irvine, California, United States11-50 www.preceptadvisory.com/
Consulting
Financial Services
Risk Management
Overview

Precept Advisory Group
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Precept Advisory Group

CB Rank
935611
Precept Advisory Group specializes in investment advisory, fiduciary risk management, retirement planning and consulting services.
Founded
obfuscation
Private Irvine, California, United States11-50 www.preceptadvisory.com/
Consulting
Financial Services
Risk Management

Details

Legal Name Precept Advisory Group, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 949-955-1430
Contact Email preceptrps@preceptgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory and Fiduciary Services
Provides ERISA 3(21) fiduciary investment advisory services including risk insight, investment reviews, and unbiased recommendations to employers managing retirement plans.
Provider Review, RFP, and Fee/Service Negotiations
Conducts provider reviews, manages request for proposals (RFPs), and negotiates fees and services to optimize retirement plan provider relationships.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 8
News
Technology
View Tech Report

Monthly Web Visits

61

IT Spend

$67.5KThis year, Precept Advisory Group is projected to spend $67.5K on IT, according to Aberdeen.

Actively Used Products

16Precept Advisory Group uses 16 technology products and services including HTML5, Google Analytics, and  .NET 4.5, according to G2 Stack.

Active Website Tech Count

3Precept Advisory Group is actively using 3 technologies for its website, according to BuiltWith. These include DNSSEC, Domain No Data, and  Akamai EdgeWorkers.
Sub-Organizations
Frequently Asked Questions

Where is Precept Advisory Group's headquarters? Precept Advisory Group is located in Irvine, California, United States.Who are Precept Advisory Group's competitors? Alternatives and possible competitors to Precept Advisory Group may include Morgan Stanley, HUB International, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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