Petix & Botte Company is a large advisory firm based in La Mesa. It manages $174 million of regulatory assets for 510 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, and Texas.
Petix & Botte Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Petix & Botte Company is $174 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Petix & Botte Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Petix & Botte Company is high net worth individuals with 70 clients and $101.8 million of assets under management. Among the 8 most similar advisory firms, Petix & Botte Company has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $174 million for 311 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Petix & Botte Company doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Petix & Botte Company performs its advisory services is located at 7777 Alvarado Road, La Mesa, CA 91942, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-698-6500 or by fax 619-698-6502. The normal business hours are 8:30 - 4:00pm on Monday - Friday. You can find more information about the New York firm at petixandbotte.com.