Presidio Wealth Management

Company Summary

Presidio Wealth Management at 6967 S River Gate Dr STE 102, Salt Lake City, Ut 84047 lists Shane Parker Christiansen of Salt Lake City, UT.

Overview

Registered In
Utah
Incorporation Date
Company Type
Dba
Status
Active - Current
Registration Type
Domestic
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People

Shane Parker Christiansen Registered Agent
6967 S RIVER GATE DR STE 102, SALT LAKE CITY, UT 84047

Map & Locations

6967 S RIVER GATE DR STE 102, SALT LAKE CITY, UT 84047 View Map

Financials

Financial Information for Presidio Wealth Management

Form 5500

PRESIDIO WEALTH MANAGEMENT

6967 South River Gate Dr Suite 102, Salt Lake City, Ut 84047 (801) 290-3201 EIN:90-0055260 Plan Admin:Allison Brecher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$350,771 / $352,223 2022 PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 4 $350,771 / $352,223
2021 Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$255,937 / $350,771 2021 PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 4 $255,937 / $350,771
2020 Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$237,501 / $255,937 2020 PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 4 $237,501 / $255,937
2019 Plan NamePRESIDIO WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$184,120 / $237,501 2019 PRESIDIO WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 3 $184,120 / $237,501
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Presidio Group Wealth Management LLC Registered in Arizona
Tucson, AZ View Report
Presidio Group Wealth Management LLC Registered in California
Tucson, AZ Walnut Creek, CA View Report
Presidio Wealth Management Registered in Utah
Draper, UT Salt Lake City, UT View Report
Address Match:6967 S River Gate Dr Salt Lake City, UT
Wasatch Pediatrics, Inc. Registered in Utah
Midvale, UT Salt Lake City, UT View Report
Columbus, OH Salt Lake City, UT View Report
Presidio Group, Inc., The Registered in Utah
Salt Lake City, UT View Report
Presidio Group, Inc., The Registered in Utah
Salt Lake City, UT View Report
Salt Lake City, UT View Report
Wasatch Captive Managers , LLC Registered in Utah
Salt Lake City, UT View Report
Wellhealthmd, LLC Registered in Utah
Salt Lake City, UT View Report
The Presidio Group, Inc. Registered in Virginia
Salt Lake City, UT View Report
The Presidio Group, Inc. Registered in North Dakota
Bismarck, ND Salt Lake City, UT View Report
Person/City Match:Shane Parker Christiansen - Salt Lake City, UT
Triton Information Services Registered in Utah
Murray, UT Salt Lake City, UT View Report

Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor
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