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Matija Fistrovic

Precept Advisory Group LLC

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About Matija Fistrovic

Matija Fistrovic is a registered investment advisor representative in both California and Texas. Matija is affiliated with Precept Advisory Group LLC, a firm based in Irvine, California. Matija has been in the industry since October 2014. Matija holds a Series 65 license and is currently registered as an Investment Advisor Representative with Precept Advisory Group LLC. Matija specializes in providing financial planning and pension consulting services to clients. Precept Advisory Group LLC provides portfolio management services to businesses.

Firm Information

Matija Fistrovic is currently registered with Precept Advisory Group LLC. Precept Advisory Group LLC is an investment advisor located in Irvine, CA. The firm primarily advises pension and profit-sharing plans and corporations or other businesses. They manage approximately $4.27 billion in assets. Precept Advisory Group LLC is registered with the SEC and has a SEC number of 801-71072.
Precept Advisory Group LLC

130 THEORY

IRVINE, CA 92617

$4.27B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matija Fistrovic’s Registration & Firm History

CA

03/06/2017 - Present

Precept Advisory Group LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 02/09/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matija Fistrovic.
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