PROSSIMO ADVISORS LLC - Financial Advisor in California, San Luis Obispo

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

About PROSSIMO ADVISORS LLC

PROSSIMO ADVISORS LLC is a San Luis Obispo, California based financial advisory firm with nearly $175,287,205 in assets under management and provides investment advisory services for 84 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

289347

Firm SEC#:

801-118685

Assets Under Management:

$175,287,205

No. of Clients:

No. of Advisors:

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)

Fee Structure:

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

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