Petix & Botte is an investment advisor in La Mesa with $300.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464749379
SEC advisor number
801-79597
FINRA CRD number
170020
AUM ?
$300.50 mm
(as of 29 Mar 22)
Accounts
690
(as of 29 Mar 22)
Employees
3
(3 investment advisory or research)
Address
Petix & Botte
7777 ALVARADO ROAD
SUITE 520
LA MESA
CA 91942
7777 ALVARADO ROAD
SUITE 520
LA MESA
CA 91942
Office hours
Monday - Friday, 8:30 - 4:00PM
Phone
(619) 698-6500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Petix-reichert, Vickie, Linn | Partner | 05/2014 | 50-75% |
Williams, Andrew | Managing Member & Chief Compliance Officer | 01/2021 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21