Investment adviser · CRD 138132

PRESIDIUM

Investment adviser filing (IA)

PRESIDIUM RETIREMENT ADVISERS, INC.

CHARLOTTE, NC, United States · Form ADV filed Jan 27, 2017

Regulatory AUM
$112M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Jan 27, 2017. View historical filings

Reported services

Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

13024 BALLANTYNE CORPORATE PLACE, SUITE 225
CHARLOTTE, NC, 28277, United States

CRD 138132

Filing source

Form ADV 1066834 · Jan 27, 2017 · 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.