Blake
Feindel
Presidio Capital Management, LLC
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About this Advisor
Blake Feindel is a financial advisor who works in San Diego, California, who has 2 years of industry experience. Feindel is an advisor for Presidio Capital Management, LLC. Their career trajectory has included roles at Centara Capital Management Group, Inc, Dw Advisors LLC (Dba Ccg Advisors), Ccg Wealth Management, LLC (Dba Centura Wealth Advisory), Centara Capital Securities, Inc, Ccg Insurance Services, LLC (Dba Centura Insurance Solutions), Presidio Capital Management, LLC and Blake Feindel Consulting. Feindel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Presidio Capital Management, LLC is a business that has its headquarters in San Diego, CA. It manages $258 million in total assets across its 732 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 732 client accounts, 34% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services are offered. Fees charged by Presidio Capital Management, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Presidio Capital Management, LLC Brokerage Details
$258,437,018
5
732
$353,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Blake Feindel Work History
Blake has been registered as a financial advisor for 2 years.*
Presidio Capital Management, LLC
Blake Feindel Consulting
Dw Advisors LLC (Dba Ccg Advisors)
Ccg Wealth Management, LLC (Dba Centura Wealth Advisory)
Ccg Wealth Management, LLC (Dba Centura Wealth Advisory)
Ccg Insurance Services, LLC (Dba Centura Insurance Solutions)
Dw Advisors LLC (Dba Ccg Advisors)
Ccg Wealth Management, LLC (Dba Centura Wealth Advisory)
Centara Capital Management Group, Inc
Centara Capital Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Feindel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Presidio Capital Management, LLC
Ladera Ranch, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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