Presidio Merchant Partners LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
46473
Registered since
October 5, 1999

Firm profile

FINTRX

Overview

Presidio Merchant Partners LLC is organized as a limited liability company and is classified in the snapshot as an investment bank. The firm has been SEC-registered since 1999. Ownership is listed as a mix of a domestic entity and individual ownership. The FINTRX snapshot identifies several negative flags: the firm is not marked as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm did not supply descriptive detail about its business activities or advisory services in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Brodie Cobb

    Brodie Cobb

    CEOCRD 2286448

  • Keith Style

    Keith Style

    Chief Operating Officer & Managing DirectorCRD 7129567

Contacts

3 of 13
  • James Reece

    James Reece

    AnalystCRD 7994493

  • Nicholas Klass

    Nicholas Klass

    Investment Banking AnalystCRD 7726250

  • Dean Trapani

    Dean Trapani

    AnalystCRD 8017304

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
255 Clayton St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth