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PROSSIMO ADVISORS LLC
PROSSIMO ADVISORS LLC
SAN LUIS OBISPO, California
·
2 registered advisors
·
CRD# 289347
SEC# 801-118685
0
805-548-2800
01
Firm Overview
AUM
$175M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Investment Management
Wealth Management
04
Advisors at PROSSIMO ADVISORS LLC
2 registered advisors
Jerry Todd Mirolla
SAN LUIS OBISPO, California
CRD# 6136304
Katelyn Blaire Hunter
SAN LUIS OBISPO, California
CRD# 7117080
05
Office Locations
SAN LUIS OBISPO, California
2 advisors
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Data sourced from SEC Form ADV filings. PROSSIMO ADVISORS LLC (CRD# 289347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.