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PRESIDIO FINANCIAL ADVISORS LLC
CRD 313150
105 E DE LA GUERRA STREET, SUITE 10, SANTA BARBARA, CA, 93101, United States
Phone
805-869-6428
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.7M
Discretionary AUM
$4.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.0M |
| High net worth individuals | 3 | $2.3M |
| Pension/profit sharing plans | 1 | $486K |
All web addresses on file
Official SEC filing: View on IAPD