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Prossimo Advisors LLC

Headquartered in SAN LUIS OBISPO, CA

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Firm Information

Prossimo Advisors LLC is an investment advisor registered with the SEC and located in SAN LUIS OBISPO, CA. The firm has 3 investment advisor representatives and manages approximately $175,287,205 in assets. Prossimo Advisors LLC provides family office services, portfolio management for individuals and businesses, and selection of other advisers. They primarily serve high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Prossimo Advisors LLC

1150 OSOS STREET

SAN LUIS OBISPO, CA 93401

$175.29M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

Branch Locations (1)

PROSSIMO ADVISORS LLC has a total of 1 branch locations across the country.
location

SAN LUIS OBISPO, CA

Advisors at Prossimo Advisors LLC

View All 3 Advisors
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Paul Peter Bianchi

RA

SAN LUIS OBISPO, CA

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Jerry Todd Mirolla

RA

SAN LUIS OBISPO, CA

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Katelyn Blaire Hunter

RA

SAN LUIS OBISPO, CA

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Disclosures

There are no public disclosures for Prossimo Advisors LLC.

Frequently Asked Questions (7)

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