PRESIDIO FINANCIAL ADVISORS LLC

Overview

Presidio Financial Advisors LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses while also offering pension consulting services. The firm charges a combination of percentage-of-AUM fees and hourly advisory fees and is not positioned as a multi-state or ESG-focused allocator. Its client base is a mix of individual and family clients alongside some institutional relationships. Investment activity centers on public mutual funds as the primary building block of client portfolios, supplemented by access to alternative strategies. The firm is not structured as a capital allocator in the sense of running proprietary private funds; instead it uses third-party managers for alternatives and corporate debt to broaden return sources and manage income and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices