PETIX & BOTTE COMPANY

PETIX & BOTTE FINANCIAL
LA MESA, California·3 registered advisors·CRD# 170020
SEC# 801-795970619-698-6500
01

Firm Overview

AUM
$330M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PETIX & BOTTE COMPANY

3 registered advisors
Andrew Williams
LA MESA, California
Paul William Botte
LA MESA, California
Vickie Linn Petix-Reichert
LA MESA, California
05

Office Locations

LA MESA, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PETIX & BOTTE COMPANY (CRD# 170020) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.