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PRESIDIUM PARTNERS, LLC
PRESIDIUM PARTNERS, LLC
SAN RAMON, California
·
2 registered advisors
·
CRD# 144589
SEC# 801-110121
1
925-790-0400
01
Firm Overview
AUM
$162M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at PRESIDIUM PARTNERS, LLC
2 registered advisors
Franklin C. Newsom
SAN RAMON, California
CRD# 4945177
Robert Steven Farrell
SAN RAMON, California
CRD# 2531767
05
Office Locations
SAN RAMON, California
2 advisors
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Data sourced from SEC Form ADV filings. PRESIDIUM PARTNERS, LLC (CRD# 144589) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.