PETIX & BOTTE FINANCIAL - Financial Advisor in California, La Mesa

Tel: 619-698-6500 7777 Alvarado Road Suite 520 La Mesa, California 91942

About PETIX & BOTTE FINANCIAL

PETIX & BOTTE FINANCIAL is a La Mesa, California based financial advisory firm with nearly $330,000,000 in assets under management and provides investment advisory services for 731 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

170020

Firm SEC#:

801-79597

Assets Under Management:

$330,000,000

No. of Clients:

731

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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