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Praesideo Management, LLC (Ogden)


Praesideo Management, LLC is an adviser based in Ogden. It manages $53.01 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Texas and Utah.

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Praesideo Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and hedge fund of funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Praesideo Management: assets under management

The assets under management (AUM) of Praesideo Management, LLC is $53.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.57 million each.
Praesideo Management has custody of $50 million in cash and securities for 61 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Praesideo Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ogden

The principal office where Praesideo Management, LLC performs its advisory services is located at 204 Historic 25 Th Street, Ogden, UT 84401 The mailing address of the firm is 204 25 Th St, Ogden, UT 84401. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-866-1150 or by fax 801-866-1151. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.praesideo.com.


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