SEC CRD #801-135830
Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, ... Precedent Financial Strategies is an investment advisor to high-net-worth clients, managing family wealth. Indianapolis, IN 46240 Precedent Financial Strategies provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, ...
KENNETH KLABUNDE
CHIEF COMPLIANCE OFFICER
📞 (800) 264-9908
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AUM
$112M
Location
INDIANAPOLIS, IN
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