THE PRESIDIO GROUP

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The Presidio Group is one of the nation's premier providers of conflict-free investment consulting services. As a boutique with over $4 billion in assets under advisement, Presidio offers an uncommon approach to investment consulting, combining the discipline of an institutional consultant and the nimbleness of a boutique. The resulting product efficiently balances risk and return to meet each client's goals. Their team of seasoned professionals works with active wealth builders, whether entrepreneurs, executives or investors. We emphasize the transparency of the process, advice, and total costs to clients. This stems from the fiduciary responsibility we have to our clients and is in stark contrast to the conventional Wall Street paradigm.

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THE PRESIDIO GROUP

Social Links:

Industry:
Consulting Finance Financial Services Intellectual Property Risk Management

Founded:
1997-01-01

Address:
San Francisco, California, United States

Country:
United States

Website Url:
http://www.thepresidiogroup.com

Total Employee:
51+

Status:
Active

Contact:
415-449-1000

Technology used in webpage:
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Current Advisors List

william-s-price_image

William S. Price Board Member @ The Presidio Group
Board_member

stephane-ferri_image

Stephane Ferri Strategic Advisor @ The Presidio Group
Advisor
2020-03-01

Current Employees Featured

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William Evers Jr.
William Evers Jr. Managing Director @ The Presidio Group
Managing Director

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William Lamm
William Lamm Head of Technology-Enabled Business Services Group and Managing Director @ The Presidio Group
Head of Technology-Enabled Business Services Group and Managing Director

brodie-cobb_image

Brodie Cobb
Brodie Cobb Founder and CEO @ The Presidio Group
Founder and CEO
2016-04-01

george-c-karolis_image

George C. Karolis
George C. Karolis President @ The Presidio Group
President
2019-02-01

adam-schraudenbach_image

Adam Schraudenbach
Adam Schraudenbach Analyst @ The Presidio Group
Analyst

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Thomas J. Emig
Thomas J. Emig Chief Financial Officer @ The Presidio Group
Chief Financial Officer

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Karl Schade
Karl Schade Chief Executive Officer & Managing Director @ The Presidio Group
Chief Executive Officer & Managing Director

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David A. DeRuff
David A. DeRuff Head of Cloud Technology and Managing Director @ The Presidio Group
Head of Cloud Technology and Managing Director

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Richard Garlinghouse
Richard Garlinghouse Principal and Co-Founder @ The Presidio Group
Principal and Co-Founder
1994-01-01

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Barry Rudolph
Barry Rudolph Head of Private Equity and Managing Director @ The Presidio Group
Head of Private Equity and Managing Director

Founder


brodie-cobb_image

Brodie Cobb

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Richard Garlinghouse

Official Site Inspections

http://www.thepresidiogroup.com Semrush global rank: 5.52 M Semrush visits lastest month: 1.54 K

  • Host name: 28.109.212.35.bc.googleusercontent.com
  • IP address: 35.212.109.28
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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