Updated Monday, July 28, 2014 as of 12:29 PM ET
Industry - RIAs
At $3.5B Presidio Group, Exec Shakeups After Co-founder's Severe Accident
Thursday, December 5, 2013
Partner Insights

Stagnant assets and a series of executive changes at The Presidio Group, a $3.5 billion wealth management firm in San Francisco, have put expansion plans on hold and left the firm working to rechart its course.

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