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Petix & Botte Company

● SEC registered since 2014CRD 170020SEC# 801-79597La Mesa, CA
Export (members)
Reg. AUM
$364M
Employees
4
Accounts
748
Location
La Mesa, CA

Petix & Botte Company assets under management

Petix & Botte Company is an SEC-registered investment adviser based in La Mesa, CA. The firm has been registered since 2014. It reports $364 million in regulatory assets under management and employs 4 people.

Petix & Botte Company owners & executives

2 reported
NameTitleOwnershipSince
Andrew Williams ControlManaging Member & Chief Compliance Officer50-75%2021
Vickie Linn Petix-Reichert ControlPartner50-75%2014

Frequently asked questions

How much does Petix & Botte Company manage?

Petix & Botte Company reports $364 million in regulatory assets under management on its Form ADV.

How many employees does Petix & Botte Company have?

Petix & Botte Company reports 4 employees.

Where is Petix & Botte Company located?

Petix & Botte Company is based in La Mesa, CA and has been SEC-registered since 2014.

Does Petix & Botte Company disclose fund performance?

Petix & Botte Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7777 Alvarado Road, Suite 520, La Mesa, CA 91942
Phone619-698-6500
Fax619-698-6502
Office hours8:30 - 4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1803255
Discloses disciplinary historyNo

Assets under management

Discretionary$364M
Non-discretionary$0
Total (RAUM)$364M