Precept Advisory Group Email Formats

Investment, Funds and Trusts • Irvine, California, United States • 1-10 Employees

Precept Advisory Group Email Formats

Precept Advisory Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@preceptadvisory.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@preceptadvisory.com	57.1%
{first name}{last name}	johndoe@preceptadvisory.com	42.9%

Key Contacts at Precept Advisory Group

Matija Fištrović

Director Of Investments

Linda Bright

Sr. Vice President & Managing Director

Company overview

Headquarters	130 Theory, Suite 200, Irvine, CA 92617, US
Phone number	+19499551430
Websites	preceptadvisory.com preceptgroup.com
Keywords	403(B), Investment Advisory, 401(K), Benchmarking, Plan Design Consulting, 457(B), Fiduciary Oversight, 3(21) Fiduciary, Defined Contribution Consulting, Non-Qualified Deferred Compensation
Founded	1987
Employees	1-10
Socials

About Precept Advisory Group

Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all stakeholders, from finance and human resources executives to legal, external ERISA counsel, auditors, and plan participants. As a nationally recognized Registered Investment Advisory (RIA) firm, PAG has the expertise and passion to enhance retirement plan outcomes for participants and plan sponsors. Our clients understand the value of receiving unbiased and independent advice. And, with our industry-leading consultative approach, well documented process-centric services, and disciplined investment oversight, we are able to build customized, cost-effective programs that deliver more.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Director

Employees by Department

Precept Advisory Group has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Precept Advisory Group has never raised funding before.

Precept Advisory Group Tech Stack

Discover the technologies and tools that power Precept Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Adobe Analytics

Analytics

DNN

CMS

Dynatrace RUM

RUM

Azure

PaaS

Azure Front Door

Load balancers

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

Microsoft ASP.NET

Web frameworks

Dynatrace

Analytics

Microsoft 365

Frequently asked questions

Precept Advisory Group is located in Irvine, California, US.

You can reach Precept Advisory Group at +19499551430.

Precept Advisory Group was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

Precept Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Precept Advisory Group

Matija Fištrović

Director Of Investments

Linda Bright

Sr. Vice President & Managing Director

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