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Jerry Todd Mirolla

PROSSIMO ADVISORS LLC·SAN LUIS OBISPO, California
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1150 OSOS STREET, SAN LUIS OBISPO, CA 93401CRD# 6136304Firm CRD# 289347
01

About

Jerry Todd Mirolla is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with PROSSIMO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PROSSIMO ADVISORS LLC
PROSSIMO ADVISORS LLC
AUM
$175M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROSSIMO ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 6136304
Firm CRD# 289347
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Todd Mirolla offer?
Jerry Todd Mirolla specializes in Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Jerry Todd Mirolla's credentials?
Jerry Todd Mirolla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Todd Mirolla located?
Jerry Todd Mirolla is based in SAN LUIS OBISPO, California, working with PROSSIMO ADVISORS LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Jerry Todd Mirolla charge for services?
Jerry Todd Mirolla's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSSIMO ADVISORS LLC?
PROSSIMO ADVISORS LLC has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Randall Wilson — WACKER WEALTH PARTNERS, LLCPatrick Colm O'hara — WACKER WEALTH PARTNERS, LLCRyan Nicholas Caldwell — WACKER WEALTH PARTNERS, LLCJoan Clare Wenglikowski — WACKER WEALTH PARTNERS, LLCAlexander No Mi Pock — WACKER WEALTH PARTNERS, LLC
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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