Presidio Merchant Partners LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 46473
- Registered since
- October 5, 1999
- Website
- thepresidiogroup.com
Firm profile
FINTRXOverview
Presidio Merchant Partners LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is identified as a domestic entity with individual ownership. Public information about the firm’s business model is minimal: the dataset does not list a client base, fee structure, or specific advisory activities. The firm is not identified as a capital allocator and is not described as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser in the available record.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Brodie Cobb
CEOCRD 2286448

Keith Style
Chief Operating Officer & Managing DirectorCRD 7129567
Contacts
3 of 13Elizabeth Collins
FinOpCRD 4714831

Matthew Assad
PrincipalCRD 6212416

George Karolis
PresidentCRD 7085872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
RFS Partners
Broker-DealerDenver, CO
FMI Capital Advisors, Inc.
Broker-DealerDenver, CO
Mainline West Municipal Securities LLC
Broker-DealerDenver, CO
Britehorn Securities
Broker-DealerDenver, CO
Transamerica Capital, LLC
Broker-DealerDenver, CO
Q Advisors LLC
Broker-DealerDenver, CO