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Presidio Financial, LLC

Presidio Financial, LLC. CRD 300270

Presidio Financial, LLC logo

CRD: 300270

Presidio Financial, LLC

Houston, TX, 77027
2817898709
presidioplan.com
$54.0M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
2 Employees
241 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail and Institutional
Platforms
Quantum zenithInsight +more
Established Date
02-25-2019
Office Locations
1

Office Locations

550 Post OAK Blvd Suite 407 Houston TX

About Presidio Financial, LLC

Presidio Financial is a Houston-based RIA led by CFP professionals providing comprehensive financial planning, investment management and coaching, and long-term tax and distribution planning. They focus on retirees transitioning to income, families building disciplined wealth, and small business owners. Their approach emphasizes investor education and academically grounded, broadly diversified portfolios, anchored by an Investor Discovery Experience workshop and transparent fee discussions.

Team overview

32 AVG AGE
$27.0M AVG AUM / ADVISOR
$224.1K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Timber optima Ember Atlas

Client Personas

Vertex Atlas Ember foundation

Custodian

Eagle Crest Oak zenith Harbor Pathway eagle Horizon insight Vital Peak peak Frontier Fusion glacier Delta Radial alpha

Fund Managers

Optima

Investment Themes

Timber Alpha horizon Pioneer Timber delta

Investment Vehicles

Atlas delta Alpha

Platform

Capital legacy

Services

Alpha Focus timber Catalyst delta Fusion insight Glacier foundation Ember alpha Pathway optima Prime Wave Vertex Atlas

Technology

Pioneer crest Frontier Pioneer Horizon radial Atlas frontier

Owner & Executives

JOSEPH M PIAZZA III

JOSEPH M PIAZZA III

CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer

CRD
#6429065
Ownership
50% but less than 75%
(613) 395-4416
vital.north@eaglecapital.com
in linkedin.com/in/element-legacy

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Contacts

M

MATTHEW W DOCKALL

Investment Advisor

CRD
#6784937
(775) 873-7163
bridge.quantum@alphacapital.com
in linkedin.com/in/vertex-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $53,996,783 --
Non-Discretionary $0 --
Total $53,996,783 --

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Separately Managed Accounts

Total SMA Asset: $53,996,783

$54.0M Total SMA
Public Funds:
44.2%
Cash:
55.8%
Asset class Assets Assets %
Public Funds $831,989,877 44.2%
Cash $1,050,340,161 55.8%
Total $1,882,330,038 100.0%

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