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Presidio Financial, LLC: Your Trusted Financial Expert
How does the advisor help clients – Key Takeaways:
Presidio Financial, LLC offers a wide range of financial services to ensure that their clients’ financial goals and objectives are met. They utilize a comprehensive approach that takes into account each client’s unique financial situation, risk tolerance, and future goals. By creating personalized financial plans, Presidio Financial, LLC helps its clients make well-informed decisions and achieve financial stability.
- Expert financial guidance
- Personalized financial plans
- Innovative strategies
- Comprehensive approach
Facts and Insights
Presidio Financial, LLC has a proven track record of success, with a team of advisors who have a wealth of experience in the financial industry. They continually stay updated on the latest market trends and financial strategies to ensure that their clients receive the best advice possible.
Some facts about Presidio Financial, LLC include:
- Founded in 2005
- Assets under management: $1 billion
- Number of advisors: 10
- Time in business: 16 years
These numbers showcase the firm’s stability and experience, making them a reliable choice for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 10 |
| 2020 | $900 million | 9 |
| 2019 | $800 million | 8 |
Financial Services Offered
Presidio Financial, LLC offers a comprehensive range of financial services to address the diverse needs of their clients. Some of the services offered include:
- Wealth and retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance services
- Business planning
- Cash flow management
Client Types
Presidio Financial, LLC caters to a wide range of clients, including high-net-worth individuals, families, business owners, and institutions. They understand that each client has unique financial needs and create personalized strategies accordingly.
Fees & Compensation
Presidio Financial, LLC believes in transparency and honesty when it comes to fees and compensation. They charge a percentage of assets under management as their fee, and this is the primary source of their compensation. As fiduciaries, they do not receive any commissions or kickbacks from recommending certain financial products, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
Presidio Financial, LLC was founded in 2005 by a group of financial experts who shared a common vision – to provide comprehensive and personalized financial solutions to their clients. Today, the firm has grown to become a trusted name in the financial industry, with a team of ten dedicated advisors who strive to help their clients achieve financial success.
Financial Advisor Disclosures to Know
Presidio Financial, LLC values transparency and believes in keeping its clients informed. They adhere to all necessary regulations and requirements set forth by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Some important disclosures to know include:
- Registered investment advisor
- Fiduciary