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Prossimo Advisors LLC

● SEC registered since 2020CRD 289347SEC# 801-118685San Luis Obispo, CA
Export (members)
Reg. AUM
$196.3M
Employees
4
Accounts
90
Location
San Luis Obispo, CA

Prossimo Advisors LLC assets under management

Prossimo Advisors LLC is a registered investment adviser overseen by the SEC based in San Luis Obispo, CA. The firm has been registered since 2020. It reports $196.3 million in regulatory assets under management and employs 4 people.

Prossimo Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Jerry Todd Mirolla ControlManaging Director50-75%2017
Katelyn Blaire Hunter ControlChief Compliance Officer50-75%2019

Frequently asked questions

How much does Prossimo Advisors LLC manage?

Prossimo Advisors LLC reports $196.3 million in regulatory assets under management on its Form ADV.

How many employees does Prossimo Advisors LLC have?

Prossimo Advisors LLC reports 4 employees.

Where is Prossimo Advisors LLC located?

Prossimo Advisors LLC is based in San Luis Obispo, CA and has been SEC-registered since 2020.

Does Prossimo Advisors LLC disclose fund performance?

Prossimo Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1150 Osos Street, Suite 208, San Luis Obispo, CA 93401
Phone805-548-2800
Office hours8a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.3M
Non-discretionary$0
Total (RAUM)$196.3M