Presidio Financial, LLC

Overview

Presidio Financial, LLC is an independent registered investment adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, and charges fees on a percentage‑of‑AUM basis alongside hourly and fixed fees. It is not identified as an active ESG investor. The firm’s model blends discretionary portfolio management with advisory and consulting engagements. Its explicit role in selecting outside managers and its classification as a capital allocator indicate regular use of third‑party managers and subadvisors as part of client solutions.

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