Presidio Advisors, LLC

Overview

Presidio Advisors, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and charges fixed fees. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and running educational seminars or workshops. Presidio does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives