Presidio Advisors, LLC

Overview

Presidio Advisors, LLC is an independently owned limited liability company that provides fee-based wealth management and financial planning to individual and family clients. The firm’s advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Presidio operates on a fixed-fee model rather than percentage-based asset fees and does not position itself as a manager-of-managers or capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices