Sign in
Create a free account
PETIX & BOTTE FINANCIAL
LA MESA, CA
619-698-6500
SEC #801-79597Total AUM
$411.9M
Employees
4Clients
475Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7777 ALVARADO ROAD
SUITE 520
LA MESA
CA 91942
United States
SUITE 520
LA MESA
CA 91942
United States
Operating Hours
8:30 - 4:00PM
Monday - Friday
Monday - Friday
Phone
619-698-6500
Financials
Total AUM
$411.9M
Accounts
783Discretionary
$411.9M
Accounts
783Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
212AUM
$69.9M
HNW Individual Clients
261AUM
$339M
Pension/Profit Sharing Plan Clients
1AUM
$2.6M
Corporation or Business Clients
1AUM
$388.5K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDLATNTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.