PROSSIMO ADVISORS LLC

1150 Osos Street
Suite 208
San Luis Obispo, California 93401
Tel: 805-548-2800

About PROSSIMO ADVISORS LLC

PROSSIMO ADVISORS LLC, formally registered with the SEC as PROSSIMO ADVISORS LLC. The firm was established in 05/11/2020. They have over 1 offices throughout the country.

PROSSIMO ADVISORS LLC is a San Luis Obispo, California based Financial Planning firm with nearly $175,287,205 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289347
SEC#	801-118685
Assets Managed by Firm	$175,287,205
No. of Clients	84
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	84	$175,287,205
Individuals (other than high net worth individuals)	Fewer than 5 clients	$221,817
High net worth individuals	26	$150,116,293
Pension and profit sharing plans	Fewer than 5 clients	$2,898,349
Charitable organizations	Fewer than 5 clients	$10,908,487
Corporations or other businesses	Fewer than 5 clients	$11,142,259

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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