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Precept Advisory Group Employee Directory

Investment AdviceCalifornia, United States2-10 Employees

Precept Advisory Group (PAG) is a nationally recognized registered investment adviser (RIA) firm in the investment advice industry. It is based in Irvine, California, and focuses on building and managing retirement benefit programs for plan sponsors and participants. PAG emphasizes unbiased, independent advice delivered through a process-centric approach and disciplined investment oversight to develop customized, cost-effective retirement programs. The firm serves finance and human resources executives, external ERISA counsel, auditors, and plan participants, reflecting its role in retirement plan governance for both sponsors and participants. The company has between 2 and 10 employees and reports revenue in the range of $1 million to $10 million.

Find Precept Advisory Group employees' phone numbers or email addresses

Precept Advisory Group Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Precept Advisory Group's Leadership

  • Vp Of Retirement Plan Consulting at Precept Advisory Group
    V. K.
    Vp Of Retirement Plan Consulting
    Mobile Phone
  • Vice President, Investment Research at Precept Advisory Group
    B. W.
    Vice President, Investment Research
    Mobile Phone
  • Sr. Vice President & Managing Director at Precept Advisory Group
    L. B.
    Sr. Vice President & Managing Director
    Mobile Phone
  • Vice President, Head Of Investments at Precept Advisory Group
    K. C.
    Vice President, Head Of Investments
    Mobile Phone
  • Director Of Investments at Precept Advisory Group
    M. F.
    Director Of Investments
    Mobile Phone
  • Retirement Plan Specialist at Precept Advisory Group
    J. M.
    Retirement Plan Specialist
    Mobile Phone
  • Workplace Solutions Specialist at Precept Advisory Group
    M. M.
    Workplace Solutions Specialist
    Mobile Phone

Precept Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Education
  • Finance
  • Other

Contact profiles from Precept Advisory Group

Name
Title
Contact
Location
Last Update
  • Vp Of Retirement Plan Consulting at Precept Advisory Group
    V. K.
    Vp Of Retirement Plan Consulting
    Mobile Phone
    United States, California
    Jun 14, 2025
  • Vice President, Investment Research at Precept Advisory Group
    B. W.
    Vice President, Investment Research
    Mobile Phone
    United States, California
    May 20, 2025
  • Sr. Vice President & Managing Director at Precept Advisory Group
    L. B.
    Sr. Vice President & Managing Director
    Mobile Phone
    United States, California
    Jun 12, 2025
  • Vice President, Head Of Investments at Precept Advisory Group
    K. C.
    Vice President, Head Of Investments
    Mobile Phone
    United States, California
    Jul 07, 2024
  • Director Of Investments at Precept Advisory Group
    M. F.
    Director Of Investments
    Mobile Phone
    United States, California
    Jun 06, 2025
  • Retirement Plan Specialist at Precept Advisory Group
    J. M.
    Retirement Plan Specialist
    Mobile Phone
    United States, California
    Jun 15, 2025
  • Workplace Solutions Specialist at Precept Advisory Group
    M. M.
    Workplace Solutions Specialist
    Mobile Phone
    United States, California
    Jun 03, 2025

Frequently Asked Questions

What is Precept Advisory Group known for?

Minus sign iconPlus sign iconPrecept Advisory Group was founded in 1987 and operates in the Investment Advice industry. You can contact Precept Advisory Group's main corporate office by phone at
+1-800-344-****
. Explore Precept Advisory Group's company overview page for more information.

What is Precept Advisory Group's most common email format?

Minus sign iconPlus sign iconPrecept Advisory Group employees' email format typically follows the pattern of FLast@preceptadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Precept Advisory Group email formats with LeadIQ.

How many employees does Precept Advisory Group have currently?

Minus sign iconPlus sign iconPrecept Advisory Group has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Precept Advisory Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Precept Advisory Group's key employees include:

  • Vp Of Retirement Plan Consulting: V. K.
  • Vice President, Investment Research: B. W.
  • Sr. Vice President & Managing Director: L. B.
  • Vice President, Head Of Investments: K. C.
  • Director Of Investments: M. F.

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