Be advised. This firm is no longer registered.

Presidium Partners, LLC

Presidium Partners, LLC (CRD# 144589) is a financial advisory firm headquartered in San Ramon, CA. They manage $161,866,129 in 257 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2400 Camino Ramon, Suite 178, San Ramon, CA 94583
https://www.presidiumpartners.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $629,829
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
The map below shows states where this firm has explicit registration only.

CA, ID, UT

Financial Advisors at Presidium Partners, LLC
No Advisor Found.

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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