PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, California·2 registered advisors·CRD# 304501
SEC# 801-1232390858-461-4959
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRESIDIO CAPITAL MANAGEMENT, LLC

2 registered advisors
David Chenet
SAN DIEGO, California
CFPCFA
Dustin S Tenbroeck
SAN DIEGO, California
CFP
05

Office Locations

SAN DIEGO, California
2 advisors

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Data sourced from SEC Form ADV filings. PRESIDIO CAPITAL MANAGEMENT, LLC (CRD# 304501) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.