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Katelyn Blaire Hunter

Prossimo Advisors LLC

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About Katelyn Blaire Hunter

Katelyn Blaire Hunter is a licensed attorney who provides investment advisory services as a Registered Investment Advisor through Prossimo Advisors LLC. Katelyn has been active in the investment industry since September 2011 and has her Series 65 license. Katelyn holds a Juris Doctorate and currently practices with the law firm Palmer & Hunter, where she devotes approximately 20 hours per month to legal tasks for the firm. Katelyn has been providing investment advisory services through Prossimo Advisors LLC since January 2019. Katelyn currently has 26 clients and manages approximately $175,287,205 in assets for clients through Prossimo Advisors. Katelyn focuses on providing investment advisory services to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Katelyn offers a variety of services including family office services, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Katelyn Hunter is currently registered with Prossimo Advisors LLC. 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

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Katelyn Hunter’s Registration & Firm History

CA

05/17/2019 - Present

Prossimo Advisors LLC (SAN LUIS OBISPO CA)

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Licenses & Designations

IA

Issued 05/03/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelyn Blaire Hunter.
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