Overview
Assets Under Management: $288 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 170
Average Client Assets: $2 million
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