PRECEDENT WEALTH PARTNERS, LLC
Tel: (713)244-6450 1800 West Loop South Suite 1400 Houston, Texas 77027
About PRECEDENT WEALTH PARTNERS, LLC
PRECEDENT WEALTH PARTNERS, LLC is a Houston, Texas based financial advisory firm with nearly $378,670,400 in assets under management and provides investment advisory services for 385 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
325203
Firm SEC#:
801-127678
Assets Under Management:
$378,670,400
No. of Clients:
385
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops
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