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Andrew Williams

PETIX & BOTTE COMPANY·LA MESA, California
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7777 ALVARADO ROAD, LA MESA, CA 91942CRD# 5999669Firm CRD# 170020
01

About

Andrew Williams is a registered financial advisor based in LA MESA, California, affiliated with PETIX & BOTTE COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETIX & BOTTE COMPANY
PETIX & BOTTE FINANCIAL
AUM
$330M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PETIX & BOTTE COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5999669
Firm CRD# 170020
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Williams offer?
Andrew Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.
What are Andrew Williams's credentials?
Andrew Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Williams located?
Andrew Williams is based in LA MESA, California, working with PETIX & BOTTE COMPANY. Their office serves clients in the LA MESA metropolitan area and surrounding communities.
How does Andrew Williams charge for services?
Andrew Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETIX & BOTTE COMPANY?
PETIX & BOTTE COMPANY has approximately 3 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LA MESA
Paul William Botte — PETIX & BOTTE COMPANYPeter Emanuel Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Litsa Stella Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Athanasios K Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Vickie Linn Petix-Reichert — PETIX & BOTTE COMPANY
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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