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PRESIDIO WEALTH MANAGEMENT

EIN 90-0055260-investment management-Latest filing 2024
Plans
1
Retirement
1
$674K assets
Welfare
0
Participants
4
6967 SOUTH RIVER GATE DR, SUITE 102 - SALT LAKE CITY, UT 84047801-290-3201presidiowealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$674K - 4 part

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Retirement#001

PRESIDIO WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$674K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESIDIO WEALTH MANAGEMENT 401(K) PLAN401k$674K42024
Retirement plans
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