PRECEDENT WEALTH PARTNERS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 325203). Regulatory assets under management: $685.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| George Franklin Williams | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| Joseph Harold Williams | FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Grant Jonathan Williams | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| WILLIAMS JOSEPH HAROLD | FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; OWNER | — |
| WILLIAMS GEORGE FRANKLIN | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| BUTTE ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS GRANT JONATHAN | FOUNDER, MANAGING DIRECTOR; OWNER | — |