PRECEDENT ASSET MANAGEMENT, LLC
PRECEDENT ASSET MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 169100). Regulatory assets under management: $111.5M.
Registration
- CRD: 169100
- SEC file number: 801-135830
- Type: Registered investment adviser
- Location: 9000 KEYSTONE CROSSING, SUITE 145, INDIANAPOLIS, IN, 46240-4600
- Phone: 800-264-9908
- Latest filing: 2026-04-14
- Regulatory AUM: $111.5M
- Discretionary AUM: $111.5M
- Clients: 3
- Accounts: 278
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Kenneth Richard Klabunde | FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
More on this firm