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 data set as an investment bank rather than a traditional registered investment adviser that manages external client portfolios. The firm shows an SEC registration date of 1999 and is owned by a combination of a domestic entity and individual stakeholders. FINTRX flags indicate it does not operate as a capital allocator, is not an active ESG investor, and is not listed as a multi-state or newly formed adviser. There is no public detail in the source about fee schedules, client types, or specific advisory activities.

Assets & Accounts

Investments & Alternatives

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
  • Elizabeth Collins

    FinOpCRD 4714831

  • Matthew Assad

    Matthew Assad

    PrincipalCRD 6212416

  • George Karolis

    George Karolis

    PresidentCRD 7085872

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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