Unclaimed Profile

Franklin C. Newsom

PRESIDIUM PARTNERS, LLC·SAN RAMON, California

Series 65Clean record21 years registeredPRESIDIUM PARTNERS, LLC

2400 CAMINO RAMON, SAN RAMON, CA 94583CRD# 4945177Firm CRD# 144589

Profile Verification

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

Identity

Franklin C. Newsom · SAN RAMON, CA

Registration

CRD #4945177 · PRESIDIUM PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRESIDIUM PARTNERS, LLC

SUMMIT GLOBAL INVESTMENTS, LLC

Mar 2021 – Jan 2025

Bountiful, UT

PRESIDIUM PARTNERS, LLC

Aug 2007 – Mar 2021

SAN RAMON, CA

ALPINE CAPITAL MANAGEMENT, LLC

Apr 2005 – Oct 2007

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESIDIUM PARTNERS, LLC

CRD 144589 · SEC 801-110121

AUM

$162M

Regulatory assets under management

Employees

257 client accounts

Services offered by PRESIDIUM PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRESIDIUM PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Franklin C. Newsom offer?

Franklin C. Newsom specializes in Investment Management, Wealth Management.

What are Franklin C. Newsom's credentials?

Franklin C. Newsom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Franklin C. Newsom located?

Franklin C. Newsom is based in SAN RAMON, California, last registered with PRESIDIUM PARTNERS, LLC.

How does Franklin C. Newsom charge for services?

Franklin C. Newsom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESIDIUM PARTNERS, LLC?

PRESIDIUM PARTNERS, LLC has approximately 2 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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