Be advised. This firm is no longer registered.

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).

Current Firm Details
13024 Ballantyne Corporate Place, Suite 225, Charlotte, NC 28277
http://presidiumadvisers.com
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
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Presidium
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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