The Presidio Group
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The Presidio Group Reviews

6 Reviews
6 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Karl Schade
2 Ratings

    I love coming to work here every day

    • Culture & Values
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at The Presidio Group full-time (more than 3 years)


    The team - genuine, smart, collaborative and nice people. It's energizing to work with people who are truly dedicated to their clients' success.
    The work - we have the support and infrastructure to do our best, but the firm is still small enough to challenge people and allow individuals to make an impact.
    The benefits - while Presidio is considered a relatively small firm, I feel we get great healthcare and other benefits.
    The culture - transparency all the way to the top, a strong sense of accountability, and lots of fun. We work hard but also have fun together - regular cultural events, family picnics, birthday celebrations, ping pong tournaments, etc.


    In the past couple of years the firm has evolved into a very open, honest and positive work place. There is nothing I would call out as a con at this time.

    Advice to ManagementAdvice

    Keep up the good work. Stay transparent and open. Continue to treat your employees as your greatest asset.

    Approves of CEO

The Presidio Group Interviews

Updated Nov 18, 2014
Updated Nov 18, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Senior Analyst Interview

    Anonymous Employee in San Francisco, CA
    Anonymous Employee in San Francisco, CA
    Application Details

    I applied online. The process took a dayinterviewed at The Presidio Group in November 2014.

    Interview Details

    The 90 minute interview began with a 60 minute writing test that was followed by a 30 minute conversation with the VP. It was more a behavioral or fit interview than technical and the writing test was purely to see if I could write. The VP was nice and I was under the impression a second interview with the MD would happen but they chose to go with someone else.

    Interview Questions
    • The writing test was unexpected especially since you were supposed to research online a random acquisition and determine if it was a positive or negative one for the acquirer   View Answer
    No Offer
    Positive Experience
    Average Interview

The Presidio Group Awards & Accolades

Something missing? Add an award
Top Independent Financial Advisors, Barron's, 2013
The World’s Wealthiest Family Offices, Bloomberg, 2013
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Additional Info

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Headquarters San Francisco, CA
Size 50 to 149 Employees
Founded 1997
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year
Competitors Unknown

The Presidio Group was founded in 1997 with the belief that entrepreneurs need transparent guidance financing and selling their companies as well as help preserving and growing their personal capital. The idea was then, and still is today, to provide holistic advice throughout the wealth creation lifecycle.

From the beginning, we defined purity of heart and teamwork as the... More

Mission: The Presidio Group is dedicated to maximizing clients’ long-term financial health.

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The Presidio Group

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