Presidium

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).

By the Numbers
  • Total Assets Under Management
    990
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $76,131,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

NC, SC

Financial Advisors at Presidium
Showing 1 - 1 of 1 top financial advisors.
1
Anne N. Comer
CRD#: 5013546
13024 Ballantyne Corporate Place, Charlotte, NC 28270
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.