AdvisorOS Directory
Claim Profile
PB

Paul William Botte

PETIX & BOTTE COMPANY·LA MESA, California
Unclaimed Profile
7777 ALVARADO ROAD, LA MESA, CA 91942CRD# 1305108Firm CRD# 170020
01

About

Paul William Botte 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# 1305108
Firm CRD# 170020
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LA MESA?

Browse all registered financial advisors in LA MESA, California or claim this profile if it's yours.

Browse LA MESA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul William Botte offer?
Paul William Botte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.
What are Paul William Botte's credentials?
Paul William Botte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul William Botte located?
Paul William Botte 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 Paul William Botte charge for services?
Paul William Botte'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LA MESA
Peter 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.Spiro George 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile