PETIX & BOTTE FINANCIAL
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
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
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