Presidium Partners, LLC

Presidium Partners, LLC (CRD# 144589) is a financial advisory firm headquartered in San Ramon, CA. They manage $106,831,096 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $828,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Presidium Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert S. Farrell
CRD#: 2531767
2400 Camino Ramon, Suite 178, San Ramon, CA 94583
93
Wealthminder
score

Robert Farrell (CRD# 2531767) is an Investment Advisor Representative working at Presidium Partners, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.

2
Franklin C. Newsom
CRD#: 4945177
2400 Camino Ramon, Suite 178, San Ramon, CA 94583
93
Wealthminder
score

Franklin Newsom (CRD# 4945177) is an Investment Advisor Representative working at Presidium Partners, LLC in San Ramon, CA and has over 12 years of experience in the finance industry.

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