Holguin & Sy Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1074 East Ave Ste B, Chico, California, ...Phone Number
(530) 592-3664Website
www.presidiogroupwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Holguin & Sy Wealth Management
Presidio Group Wealth Management is dedicated to building lasting relationships through exceptional client service and communication. They provide personalized wealth management services to a diverse clientele, including young professionals, growing families, and active retirees. The firm focuses on fostering financial growth for individuals, families, and family-owned businesses. With a commitment to integrity and teamwork, they aim to help clients achieve their financial goals.Explore more
Holguin & Sy Wealth Management Org Chart
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Activity Insights
Holguin & Sy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Holguin & Sy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holguin & Sy Wealth Management.
Holguin & Sy Wealth Management Tech Stack
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Most Recent Scoops
Event
Person-Based
Philip Orlando, Senior Vice President, Chief Equity Strategist, Federated Hermes, appeared on a podcast called "Bloomberg Surveillance" on 09/02/2025. Topics discussed include US equities, Chinese economy, shipping, economic data.
Events, Podcast
Event
Person-Based
Philip Orlando, Senior Vice President, Chief Equity Strategist, Federated Hermes, appeared on a podcast called "Bloomberg Intelligence" on 06/16/2025. Topics discussed include Oil, Middle East conflict, markets.
Events, Podcast
Event
Person-Based
Philip Orlando, Senior Vice President, Chief Equity Strategist, Federated Hermes, appeared on a podcast called "Bloomberg Intelligence" on 06/03/2025. Topics discussed include US job data, global economy, AI power demand.
Events, Podcast
Event
Person-Based
Philip Orlando, Senior Vice President, Chief Equity Strategist, Federated Hermes, appeared on a podcast called "Bloomberg Intelligence" on 05/19/2025. Topics discussed include US debt, markets, Apple AI.
Events, Podcast
Event
Person-Based
Events
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Frequently Asked Questions Regarding Holguin & Sy Wealth Management
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Presidio Group Wealth Management is dedicated to building lasting relationships through exceptional client service and communication. They provide personalized wealth management services to a diverse clientele, including young professionals, growing families, and active retirees. The firm focuses on fostering financial growth for individuals, famil... Read More
