Although many advisors looking to sell their practices are ready to retire and cash in on the enterprise value they’ve spent their careers building, an increasing number of advisors are selling and staying, choosing to sell either because they believe they can grow faster by joining a larger firm with more capabilities or services, or […]
Michael Kitces
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This firm did not report a client breakdown on its latest Form ADV.
This firm did not report a compensation method on its latest Form ADV.
Presidio Trading LLC reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.
Every figure on this page is taken from Presidio Trading LLC’s own Form ADV Part 1 filing with the SEC, last filed March 23, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.
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