PRECEPT ADVISORY GROUP LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 152776). Regulatory assets under management: $5.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Howard Michael | CHAIRMAN; MANAGER, CHAIRMAN | Vancouver, A1 |
| Vincent Timothy Ko | CHIEF COMPLIANCE OFFICER | — |
| Linda Kyu-Young Bright | PRESIDENT | — |
| Robert Read Davis | CHIEF EXECUTIVE OFFICER | — |
| Jon Boone | TREASURER AND CHIEF FINANCIAL OFFICER | — |
| MARTIN MICHAEL M | TREASURER | — |
| CORDLE III COYE BAXTER | CHIEF COMPLIANCE OFFICER | — |
| WASILEWSKI ALEX NMN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MARTINI RENO JOSEPH | PRESIDENT | — |
| STRINGER STEPHEN J | SECRETARY | — |
| WASILEWSKI ALEX | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| IGEL DOUGLAS ALAN | CHIEF COMPLIANCE OFFICER | — |
| KO VINCENT TIMOTHY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, RETIREMENT PLAN CONSULTING; VICE PRESIDENT | — |
| BRIGHT LINDA KYU-YOUNG | PRESIDENT; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, MANAGING DIRECTOR | — |
| Pruett David M | MANAGER, VICE CHAIRMAN AND SECRETARY | — |
| Holder Andrea L | CHIEF FINANCIAL OFFICER | — |
| Gregory Mary | TREASURER | — |
| Loth Martin | PRESIDENT | — |
| ULMER III FREDERICK W | CHIEF EXECUTIVE OFFICER | — |
| DAVIS ROBERT READ | CHIEF EXECUTIVE OFFICER | — |
| Gottwals David Alan | PRESIDENT | — |
| PATEL REBECCA VELENA | CHIEF COMPLIANCE OFFICER | — |
| Boone Jon | TREASURER AND CHIEF FINANCIAL OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 949-679-5014 |
| — | — | 1 | 949-679-5014 |