Presidium (CRD# 138132) is a financial advisory firm headquartered in Charlotte, NC. They manage $989,708,216 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management990MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$76,131,401
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Anne Comer (CRD# 5013546) is an Investment Advisor Representative working at Presidium in Charlotte, NC and has over 8 years of experience in the finance industry.