WESTON PRESIDIO SERVICE COMPANY, LLC

WESTON PRESIDIO
BOSTON, Massachusetts·5 registered advisors·CRD# 160473
SEC# 802-1129570617-988-2500
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: CARRIED INTEREST
03

Specialties

Retirement Planning
04

Advisors at WESTON PRESIDIO SERVICE COMPANY, LLC

5 registered advisors
Elissa Palazzo Mcginty
SAN FRANCISCO, California
Katherine M Lilly
SAUSALITO, California
Michael Francis Cronin
BOSTON, Massachusetts
Michael Paul Lazarus
BOSTON, Massachusetts
Therese Ann Mrozek
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
3 advisors
SAN FRANCISCO, California
1 advisor
SAUSALITO, California
1 advisor

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Data sourced from SEC Form ADV filings. WESTON PRESIDIO SERVICE COMPANY, LLC (CRD# 160473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.