Overview
Assets Under Management: $288 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 170
Average Client Assets: $2 million
Frequently Asked Questions
PRESIDIO CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304501), PRESIDIO CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PRESIDIO CAPITAL MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
PRESIDIO CAPITAL MANAGEMENT, LLC serves 170 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, PRESIDIO CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PRESIDIO CAPITAL MANAGEMENT, LLC manages $288 million in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, PRESIDIO CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 808
Discretionary Accounts: 807
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 304501
Last Filing Date: 2024-12-20 00:00:00
Website: https://presidiocm.com