Presidio Wealth Advisory LLC (San Francisco)

Name: Presidio Wealth Advisory LLC
Address: 101 California Street 12 Th Floor, San Francisco, CA, 94111
Telephone: 415-449-1000

Presidio Wealth Advisory LLC is a large advisory firm based in San Francisco. It manages $3.73 billion of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Illinois, Louisiana, and 3 other states.

Presidio Wealth Advisory provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Presidio Wealth Advisory: assets under management

The assets under management (AUM) of Presidio Wealth Advisory LLC is $3.73 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.12 million in discretionary accounts and $3.73 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.92 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Presidio Wealth Advisory LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Presidio Wealth Advisory LLC

Brodie Lyle Cobb has been acting as President since 1 Jan 2005. Paul J Boscacci joined the executive team most recently as the Head Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Presidio Financial Partners Llc Dba The Presidio Group	Member	1 Jan 2005	75% - 100%	71-0961090
Brodie Lyle Cobb	President/ceo	1 Jan 2005	Other	2286448
Roger Williams Squier	Chief financial officer	1 May 2010	Other	1259540
Ann Marie Foley	Chief compliance officer	1 Sep 2010	Other	2671237
Mark Raymond Palmer	Head of pwm	1 Nov 2010	Other	2546710
Paul J Boscacci	Head of operations	1 Feb 2011	Other	5399601

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Brodie Lyle Cobb	Member	1 Jan 1998	50% - 75%	2286448

Based in San Francisco

The principal office where Presidio Wealth Advisory LLC performs its advisory services is located at 101 California Street 12 Th Floor, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-449-1000 or by fax 415-449-1058. The normal business hours are 8:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.thepresidiogroupllc.com.