Presidio Advisors, LLC

Overview

Presidio Advisors, LLC is an independent registered investment advisor structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients through fee-based financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Its published fee model is fixed fees rather than asset-based or performance fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives