Unclaimed Profile

James Francis Watson

PRESIDIO PARTNERS MANAGEMENT, LLC·SAN FRANCISCO, California

Clean recordPRESIDIO PARTNERS MANAGEMENT, LLC

2181 GREENWICH STREET, SAN FRANCISCO, CA 94123CRD# 6047467Firm CRD# 172667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Francis Watson · SAN FRANCISCO, CA

Registration

CRD #6047467 · PRESIDIO PARTNERS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Francis Watson is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PRESIDIO PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PRESIDIO PARTNERS MANAGEMENT, LLC

AUM

$255M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at PRESIDIO PARTNERS MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6047467

Firm CRD# 172667

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Francis Watson offer?

James Francis Watson specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are James Francis Watson's credentials?

James Francis Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Francis Watson located?

James Francis Watson is based in SAN FRANCISCO, California, working with PRESIDIO PARTNERS MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does James Francis Watson charge for services?

James Francis Watson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESIDIO PARTNERS MANAGEMENT, LLC?

PRESIDIO PARTNERS MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $255M in regulatory assets under management. See their Form ADV for full details.

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