PRESIDIO FINANCIAL, LLC

Overview

Presidio Financial, LLC operates as an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients as well as institutional accounts and positions itself as a capital allocator—mixing traditional public fund exposure with allocations to third‑party alternative managers. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Presidio also conducts insurance brokerage activity alongside its advisory work. The firm does not present itself as an active ESG investor and is not structured as a multi‑state adviser.

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