Presidio Wealth Advisory LLC is a large advisory firm based in San Francisco. It manages $3.73 billion of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Illinois, Louisiana, and 3 other states.
Presidio Wealth Advisory provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Presidio Wealth Advisory LLC is $3.73 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Presidio Wealth Advisory LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brodie Lyle Cobb has been acting as President since 1 Jan 2005. Paul J Boscacci joined the executive team most recently as the Head Of Operations.
The principal office where Presidio Wealth Advisory LLC performs its advisory services is located at 101 California Street 12 Th Floor, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-449-1000 or by fax 415-449-1058. The normal business hours are 8:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.thepresidiogroupllc.com.