Precedent Financial Strategies
Precedent Financial Strategies is an SEC-registered ria with $111.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Precedent Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169100, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $111.5M (2026-04-14)
- Firm type
- Ria
- Employees
- 3
- Clients
- 74
- CRD
- 169100
- Ownership
- KLABUNDE, KENNETH, RICHARD
How much AUM does Precedent Financial Strategies have?
Precedent Financial Strategies reported $111.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Precedent Financial Strategies?
Disclosed owners and executives of Precedent Financial Strategies include KLABUNDE, KENNETH, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.