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PRESIDIO INVESTORS LLC
PRESIDIO INVESTORS LLC
AUSTIN, Texas
·
4 registered advisors
·
CRD# 160841
SEC# 801-119355
0
512-772-1725
01
Firm Overview
AUM
$778M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PRESIDIO INVESTORS LLC
4 registered advisors
Christian Nmn Puscasiu
AUSTIN, Texas
CRD# 6931156
Karl Michael Schade
AUSTIN, Texas
CRD# 6020816
Victor Lozano Masaya
AUSTIN, Texas
CRD# 4808216
Yvonne Nmn Yang
AUSTIN, Texas
CRD# 7920789
05
Office Locations
AUSTIN, Texas
4 advisors
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Data sourced from SEC Form ADV filings. PRESIDIO INVESTORS LLC (CRD# 160841) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.