$66.3M Total AUM
$66.3M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
-- Denver CO
About Presidio Advisors, LLC
Presidio Advisors is a Denver-based, virtual RIA serving Millennials and tech professionals with equity compensation and tax-focused financial planning (ISOs/NSOs/RSUs, tender offers/IPO, AMT, QSBS, 83(b), diversification, concentrated stock). Led by Josh Radman (CFP®, MBA, EA), the firm is an independent fiduciary and charges a flat fee rather than AUM. Portfolio implementation primarily uses ETFs.
Team overview
-- AVG AGE
$66.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
Joshua Radman
Chief Compliance Officer
- CRD
- #7829783
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,347,803 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,347,803 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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