Presidio Financial, LLC

Overview

Presidio Financial, LLC is organized as an independent limited liability company that operates as a registered investment adviser and acts as a capital allocator. The firm serves both individual & family and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not described as a multi-state adviser in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives