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FIRM PROFILE
Overview
PRESIDIO MERCHANT PARTNERS LLC is located at 255 Clayton Street, Suite 200, Denver, CO 80206 and was first established at Denver, California in 10/27/1998. After operating for 27 years, PRESIDIO MERCHANT PARTNERS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PRESIDIO MERCHANT PARTNERS LLC’s clients are individuals and 0% of their clients are high net worth individuals. PRESIDIO MERCHANT PARTNERS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PRESIDIO MERCHANT PARTNERS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PRESIDIO MERCHANT PARTNERS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PRESIDIO MERCHANT PARTNERS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PRESIDIO MERCHANT PARTNERS LLC Comes From
Understanding the Statistics for PRESIDIO MERCHANT PARTNERS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
255 Clayton Street, Suite 200, Denver, CO 80206
255 Clayton Street, Suite 200, Denver, CO 80206
Small
(720) 844-3159
California since 10/27/1998
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | ||
| COBB, BRODIE LYLE | CEO, CCO | 2286448 | |
| COLLINS, ELIZABETH SARAH | FINOP |
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Advisor's working at PRESIDIO MERCHANT PARTNERS LLC
Brodie Lyle Cobb
Elizabeth Sarah Collins
Brian Harris Sorrell
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