Overview
Assets Under Management: $330 million
Headquarters: LA MESA, CA
High-Net-Worth Clients: 416
Average Client Assets: $707,475
Frequently Asked Questions
PETIX & BOTTE COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170020), PETIX & BOTTE COMPANY is subject to fiduciary duty under federal law.
PETIX & BOTTE COMPANY is headquartered in LA MESA, CA.
PETIX & BOTTE COMPANY serves 416 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, PETIX & BOTTE COMPANY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PETIX & BOTTE COMPANY manages $330 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, PETIX & BOTTE COMPANY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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