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PROSSIMO ADVISORS LLC
CRD 289347 · SEC 801-118685
1150 OSOS STREET, SUITE 208, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-548-2800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$238.5M
Discretionary AUM
$238.5M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $201.8M |
All web addresses on file
Official SEC filing: View on IAPD