PRESIDIO CAPITAL MANAGEMENT, LLC

12626 High Bluff Drive
Ste 150
San Diego, California 92130
Tel: 858-461-4959

About PRESIDIO CAPITAL MANAGEMENT, LLC

PRESIDIO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PRESIDIO CAPITAL MANAGEMENT, LLC. The firm was established in 02/11/2022. They have over 1 offices throughout the country.

PRESIDIO CAPITAL MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $288,113,865 assets under management, offering retirement planning & investment advisory services to 808 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304501
SEC#	801-123239
Assets Managed by Firm	$288,113,865
No. of Clients	808
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	808	$288,113,865
Individuals (other than high net worth individuals)	197	$86,915,609
High net worth individuals	102	$199,991,826
Pension and profit sharing plans	2	$1,206,430

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