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PRESIDIO PARTNERS MANAGEMENT, LLC
PRESIDIO PARTNERS MANAGEMENT, LLC
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 172667
SEC# 802-115163
0
413-221-6627
01
Firm Overview
AUM
$255M
Regulatory assets under management
Employees
—
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 PARTNERS MANAGEMENT, LLC
4 registered advisors
David John Collier
SAN FRANCISCO, California
CRD# 6047470
Faysal Adeel Sohail
SAN FRANCISCO, California
CRD# 6048389
James Francis Watson
SAN FRANCISCO, California
CRD# 6047467
Peter Nmn Gajdos
SAN FRANCISCO, California
CRD# 6382674
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. PRESIDIO PARTNERS MANAGEMENT, LLC (CRD# 172667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.