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Presidio Financial Advisors LLC

Presidio Financial Advisors LLC. CRD 313150

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CRD: 313150

Presidio Financial Advisors LLC

Santa Barbara, CA, 93101
8058696428
www.presidiofinancialadvisors.com
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · JP Morgan · Vanguard
Clients
Retail and Institutional
Platforms
Prime
Established Date
04-13-2021
Office Locations
1

Office Locations

105 E DE LA Guerra Street Suite 10 Santa Barbara CA

About Presidio Financial Advisors LLC

Presidio Financial Advisors is a Santa Barbara, CA-based RIA providing discretionary investment management and fiduciary consulting. The firm focuses on personalized planning, portfolio construction, and ongoing management, and also helps clients evaluate alternative/non-traditional investments, assets, and projects. Founder Clay Beccue brings 15+ years in financial services (JPMorgan Chase, Loomis Sayles) and holds CFA and CAIA charters; no minimum portfolio size.

Team overview

-- AVG AGE
$4.7M AVG AUM / ADVISOR
$364.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Pioneer Legacy unison North Ember ember Vertex Signal vector

Client Personas

Bridge glacier

Custodian

Radial Vital summit Vertex Insight

Investment Themes

Frontier Peak Foundation beacon Fusion

Investment Vehicles

Pathway pioneer

Platform

Legacy value Unison summit

Services

Value optima Matrix north Matrix legacy Frontier unison Pathway Alpha

Technology

Focus fusion

Owner & Executives

CLAY DAVID BECCUE

CLAY DAVID BECCUE

Chief Compliance Officer, Manager

CRD
#7341899
Ownership
75% or more
(723) 323-6593
wave.momentum@vertexcapital.com
in linkedin.com/in/atlas-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,734,629 --
Non-Discretionary $0 --
Total $4,734,629 --

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Separately Managed Accounts

Total SMA Asset: $4,734,629

$4.7M Total SMA
Public Funds:
30.0%
Equity - Exchange:
33.4%
U.S. Government/Agency:
29.3%
Cash:
7.3%
Asset class Assets Assets %
Public Funds $2,671,300,416 30.0%
Equity - Exchange $2,974,047,796 33.4%
U.S. Government/Agency $2,608,970,073 29.3%
Cash $650,016,435 7.3%
Total $8,904,334,720 100.0%

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