Kevin Jenpin Chen

Precept Advisory Group LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Retirement Planning

Precept Advisory Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

63 clients

Average Client Portfolio

$79.5M average

Assets Under Management

$5.0B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

130 Theory, Suite 200, Irvine, CA, 92617

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Precept Advisory Group LLC

July 2016 - Present · 9 yrs 7 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.