Presidio Group Advisors registers with the SEC (Walnut Creek, CA)

New SEC-registered adviser · CRD 344581 · 801-137565 · effective 2026-10-22

Effective 2026-10-22. 4 employees (2 advisory), $439M regulatory AUM across 866 accounts. Notice-filed in AZ, CA, OR, TX. Limited Liability Company (AZ).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance