National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > la mesa

PETIX & BOTTE FINANCIAL

Tel: 619-698-6500
7777 Alvarado Road
Suite 520
La Mesa, California  91942

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

PETIX & BOTTE FINANCIAL

PETIX & BOTTE FINANCIAL is a La Mesa, California based financial advisory firm with nearly $330,000,000 in assets under management and provides investment advisory services for 731 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

170020

SEC#:

801-79597

No. of Clients:

731

Assets under Management

$330,000,000

No. of Advisors:

3

More Financial Advisory Firms in La Mesa, California

More Firms in La Mesa, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.