Prossimo Advisors LLC

Prossimo Advisors LLC (CRD# 289347) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $175,287,205 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1150 Osos Street, Suite 208, San Luis Obispo, CA 93401
http://prossimoadvisors.com/
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $2,086,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Prossimo Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul Bianchi, financial advisor San Luis Obispo CA
Paul P. Bianchi
CRD#: 2869570
1150 Osos Street, Suite 208, San Luis Obispo, CA 93401

Paul Bianchi (CRD# 2869570) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.

2
Jerry Mirolla, financial advisor San Luis Obispo CA
Jerry T. Mirolla
CRD#: 6136304
1150 Osos Street, Suite 208, San Luis Obispo, CA 93401

Jerry Mirolla (CRD# 6136304) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 6 years of experience in the finance industry.

3
Katelyn Hunter, financial advisor San Luis Obispo CA
Katelyn B. Hunter
CRD#: 7117080
1150 Osos Street, Suite 208, San Luis Obispo, CA 93401

Katelyn Hunter (CRD# 7117080) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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