PRESIDIO ADVISORS, INC.
CRD #114686 SEC #801-60739 SAN ANTONIO, TX 210-352-2414
SEC Registered
Total AUM
$87.1M
Discretionary
$0
Employees
1
Clients
--
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | PRESIDENT | E | Control |
| BOLDRICK III, SAMUEL, NEILL | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 2, 2012 REGISTERED
Notice Filings (1)
TX
Address
755 E. MULBERRYSUITE 400
SAN ANTONIO, TX 78212
United States
Phone: 210-352-2414