← Back to searchVisit website
PRESIDIO FINANCIAL, LLC
CRD 300270
550 POST OAK BLVD, SUITE 407, HOUSTON, TX, 77027, United States
Phone
281-789-8709
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.0M
Discretionary AUM
$54.0M
Team
2 total employees; 2 advisory reps; 125 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $19.0M |
| High net worth individuals | 19 | $34.7M |
| Charitable organizations | 1 | $235K |
All web addresses on file
Official SEC filing: View on IAPD