Overview
Assets Under Management: $330 million
Headquarters: LA MESA, CA
High-Net-Worth Clients: 416
Average Client Assets: $707,475
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 416
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.85
Average High-Net-Worth Client Assets: $707,475
Total Client Accounts: 731
Discretionary Accounts: 731
Regulatory Filings
CRD Number: 170020
Last Filing Date: 2024-03-21 00:00:00
Website: https://petixbotte.com