The Presidio Group
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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...

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

Working at The Presidio Group

Posted by employees

Employees are “Very Satisfied”   4 ratings


100% Approve of the CEO   1 ratings

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Karl Schade

CEO & Managing Director

Great place to carve out your own niche

  Current Employee

Pros: Management is very open to suggestions, and willing to entertain new initiatives if backed up with supporting evidence. Culture is fantastic! Lot's of fun events to get to know your team members outside of work. People are generally very friendly… Full Review

More The Presidio Group Ratings & Reviews ( 4)

Accepted Offer – Reviewed Feb 6, 2014

Interview Details – This was a very seamless process. I was contact initial by a phone call to set up an interview with the first selection committee. This happened soon after over the phone. Then I was brought in to meet with my direct boss and the unit head. Following that, I was brought in a second time to meet…Full Interview

Interview Question:
They asked me my favorite book. Hard to think of on the spot! Answer Question

More The Presidio Group Interview Questions & Reviews (1)

The Presidio Group Awards & Accolades

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Top Independent Financial Advisors, Barron's, 2013
The World’s Wealthiest Family Offices, Bloomberg, 2013
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