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PROSSIMO ADVISORS LLC

Tel: 805-548-2800
1150 Osos Street
Suite 208
San Luis Obispo, California  93401

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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

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