Presidio Capital Management, LLC

Presidio Capital Management, LLC (CRD# 304501) is a financial advisory firm headquartered in San Diego, CA. They manage $288,113,865 in 808 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12626 High Bluff Drive, Ste 150, San Diego, CA 92130
https://www.linkedin.com/company/poole-
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $356,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Presidio Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David Chenet, financial advisor San Diego CA
David Chenet
CRD#: 5102910
12626 High Bluff Drive, Ste 150, San Diego, CA 92130

David Chenet (CRD# 5102910) is an Investment Advisor Representative working at Presidio Capital Management, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

2
Blake Feindel, financial advisor San Diego CA
Blake F. Feindel
CRD#: 5333924
12626 High Bluff Drive, Ste 150, San Diego, CA 92130

Blake Feindel (CRD# 5333924) is an Investment Advisor Representative working at Presidio Capital Management, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

3
Joseph Stella, financial advisor Ladera Ranch CA
Joseph M. Stella
CRD#: 6372577
999 Corporate Dr, Suite 100, Ladera Ranch, CA 92694

Joseph Stella (CRD# 6372577) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 8 years of experience in the finance industry.

4
Dustin Tenbroeck, financial advisor Ladera Ranch CA
Dustin S. Tenbroeck
CRD#: 5019784
999 Corporate Dr, Suite 100, Ladera Ranch, CA 92694

Dustin Tenbroeck (CRD# 5019784) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 18 years of experience in the finance industry.

5
Matthew Vallebo, financial advisor San Diego CA
Matthew G. Vallebo
CRD#: 6874234
12626 High Bluff Drive, Ste 150, San Diego, CA 92130

Matthew Vallebo (CRD# 6874234) is an Investment Advisor Representative working at Presidio Capital Management, LLC in San Diego, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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