Presidio Financial Services, Inc. (PFS) is a FINRA member introducing broker/dealer, providing securities transactional services for both private clients and institutions. Clearing services for Presidio Financial are currently provided by National Financial Services LLC, the broker/dealer subsidiary of Fidelity Investments.
Presidio Financial Services, Inc. has a 20 year legacy of securities brokerage and investment banking in South Texas. Formerly Duncan Smith Securities, the firm was purchased by TTC Holdings, Inc. of Texas in 1997 as a means of providing capital markets access and brokerage services in affiliation with The Trust Company, a private bank founded in San Antonio in 1996. Today, under common ownership, the two companies together provide a wide array of investment management, brokerage, and fiduciary services to a select clientele of private clients, institutions, and foundations.
Presidio Financial Services, Inc. is wholly owned by TTC Holdings, Inc.
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