Presidio Group Advisors

RIASEC Registered

Total AUM

$439M

Discretionary

$318M

72% of AUM

Avg account

$507K

Accounts

866

Employees

Advisory reps

Firm details

Headquarters: Walnut Creek, California
CRD number: 344581
Registered since: October 22, 2026
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.45%
Individuals27.55%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Presidio Group Advisors is an independent, individually owned LLC that provides financial planning and portfolio management primarily for individual and family clients. The firm also runs educational seminars and workshops and offers portfolio management services tailored to individuals and small businesses. It charges clients via a percentage-of-AUM model and fixed fees. Presidio Group Advisors is registered with the SEC (registered in 2026). The firm operates from a single office and is not positioned as a capital allocator, multi-state adviser, pension consultant, or an active ESG investor.