SEC Form ADV · CIK 1803255

PETIX & BOTTE FINANCIAL

Firm profile: Petix & Botte Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$411.9M
Assets Under Management
783
Total Clients
4
Employees
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Registration Details

CIK
1803255
Accession
CRD-170020
Location
LA MESA, CA
Filing Date
March 31, 2026
AUM
$411.9M
Total Clients
783
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

PETIX & BOTTE FINANCIAL is a registered investment adviser headquartered in LA MESA, CA, managing approximately $411.9M in assets across 783 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.