DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > california > san luis obispo
PROSSIMO ADVISORS LLC
Tel: 805-548-2800
1150 Osos Street Suite 208
San Luis Obispo, California 93401
PROSSIMO ADVISORS LLC
PROSSIMO ADVISORS LLC is a San Luis Obispo, California based financial advisory firm with nearly $175,287,205 in assets under management and provides investment advisory services for 84 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMEN
Firm CRD#:
289347
SEC#:
801-118685
No. of Clients:
84
Assets under Management
$175,287,205
No. of Advisors:
4
More Financial Advisory Firms in San Luis Obispo, California
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 1384 |
| BLACKROCK FUND ADVISORS | 105247 | 700 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 3194 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 857 |
| FRANKLIN ADVISERS, INC. | 104517 | 408 |
| DODGE & COX | 104596 | 306 |
More Firms in San Luis Obispo, California >>