PRESIDIO FINANCIAL ADVISORS LLC

PRESIDIO FINANCIAL ADVISORS LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 313150). Regulatory assets under management: $4.7M.

Registration

• CRD: 313150
• Type: Registered investment adviser
• Location: 105 E DE LA GUERRA STREET, SANTA BARBARA, CA, 93101
• Phone: 805-869-6428
• Latest filing: 2026-02-16
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search