PRECEDENT ASSET MANAGEMENT, LLC
Doing business as PRECEDENT FINANCIAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$111,451,980
Discretionary
$111,451,980
Non-discretionary
$0
Firm details
- CRD number
- 169100
- SEC file number
- 801-135830
- Main office
- INDIANAPOLIS, IN, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://precedentstrategies.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.