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Home > Retirement Planners > california > la mesa > PETIX & BOTTE FINANCIAL
PETIX & BOTTE FINANCIAL
7777 Alvarado Road
Suite 520
La Mesa, California 91942
Tel: 619-698-6500
About PETIX & BOTTE FINANCIAL
PETIX & BOTTE FINANCIAL, formally registered with the SEC as PETIX & BOTTE FINANCIAL. The firm was established in 05/05/2014. They have over 1 offices throughout the country.
PETIX & BOTTE FINANCIAL is a La Mesa, California based Financial Planning firm with nearly $330,000,000 assets under management, offering retirement planning & investment advisory services to 731 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170020 |
| SEC# | 801-79597 |
| Assets Managed by Firm | $330,000,000 |
| No. of Clients | 731 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 731 | $330,000,000 |
| Individuals (other than high net worth individuals) | 348 | $69,000,000 |
| High net worth individuals | 376 | $251,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,700,000 |
| Corporations or other businesses | Fewer than 5 clients | $8,300,000 |
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