Investment adviser · CRD 114686

PRESIDIO ADVISORS, INC.

Investment adviser filing (IA)

SAN ANTONIO, TX, United States · Form ADV filed Apr 2, 2012

Regulatory AUM
$87.1M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 2, 2012. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets

Principal office

755 E. MULBERRY, SUITE 400
SAN ANTONIO, TX, 78212, United States

CRD 114686

Filing source

Form ADV 634944 · Apr 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.