J
CRD: 289409
Joseph M. Presti Investments
SAN Francisco, CA
4158573857
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2018
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Joseph M. Presti Investments
Joseph M. Presti Investments is a SAN Francisco-based RIA. The firm has been operating for 8 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$499.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Momentum peak Prime insight Legacy prime
Investment Themes
Alpha
Investment Vehicles
Beacon catalyst
Services
Ridge vertex Vector Vital
Owner & Executives
J
Joseph Martin Presti Mr.
--
- CRD
- #6860201
- Ownership
- 75% or more
(315) 630-6632
pathway.prime@valuecapital.com
in linkedin.com/in/peak-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,997,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,997,043 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,997,043
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,880,153,599 | 100.0% |
| Total | $1,880,153,599 | 100.0% |