RIA Intel›Advisers›Washington›PRESIDIO FINANCIAL GROUP, INC

PRESIDIO FINANCIAL GROUP, INC

Advisory

ISSAQUAH, WA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in WA

#488

of 505 advisers by AUM

Average account

$148K

across 359 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients204

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

204 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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