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).
Total Assets Under Management107MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$828,148
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.
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.