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).
-
Total Assets Under Management288MILLION
-
Total Number of Accounts808ACCOUNTS
-
Average Account Value$356,577
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, NV, TX
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.
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.
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.
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.
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.