RIA Intel›Advisers›North Carolina›PRESIDIUM RETIREMENT ADVISERS, INC.

PRESIDIUM RETIREMENT ADVISERS, INC.

Advisory

N·CHARLOTTE, NC

Data as of Jan 27, 2017 · Source: SEC Form ADV

Total AUM

$112M

1-Year AUM Growth

-88.7%

3-Year CAGR

-36.4%

Employees

1

Assets Under Management

Total AUM$112M

Discretionary AUM$16M

Non-Discretionary AUM$96M

Discretionary %14.6%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingDec 12, 2005

Latest FilingJan 27, 2017

🔒 Full AUM trend chart and 30 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRESIDIUM RETIREMENT ADVISERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.