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PETIX & BOTTE FINANCIAL
PETIX & BOTTE COMPANY
CRD 170020 · SEC 801-79597
7777 ALVARADO ROAD, SUITE 520, LA MESA, CA, 91942, United States
Phone
619-698-6500
Fax
619-698-6502
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.9M
Discretionary AUM
$411.9M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $69.9M |
| High net worth individuals | 261 | $339.0M |
States served
AZ, CA, CO, ID, LA, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD