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PRESIDIO CAPITAL ADVISORS LLC
PRESIDIO CAPITAL ADVISORS LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 108531
SEC# 801-55261
415-449-1000
01
Firm Overview
AUM
$4.1B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at PRESIDIO CAPITAL ADVISORS LLC
3 registered advisors
Mark Raymond Palmer
SAN FRANCISCO, California
CRD# 2546710
Roger Williams Squier
SAN FRANCISCO, California
CRD# 1259540
Thomas Joseph Emig
SAN FRANCISCO, California
CRD# 1612129
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. PRESIDIO CAPITAL ADVISORS LLC (CRD# 108531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.