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PRECEDENT FINANCIAL STRATEGIES
PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100 · SEC 801-135830
9000 KEYSTONE CROSSING, SUITE 145, INDIANAPOLIS, IN, 46240-4600, United States
Phone
800-264-9908
Fax
317-896-0347
Registration
— (—)
Source
State registered
Total AUM
$111.5M
Discretionary AUM
$111.5M
Team
3 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.0M |
| High net worth individuals | 53 | $99.1M |
All web addresses on file
Official SEC filing: View on IAPD