Also known as petix and botte financial
Petix & Botte Financial is a full-service wealth advisory firm based in La Mesa, California, United States, founded in 1984. It reports about $412 million in assets. Its team of financial planners holds credentials including CFP, EA and BFA. The firm uses a planning process it calls the Family 360 Formula to address clients' needs and goals, and offers digital investing through guided wealth portfolios. The site indicates it works through LPL Financial, a US wealth management firm that supports advisors and financial institutions.
Public regulatory records matched to Petix & Botte Financial from SEC and IRS filings.
Public filings matched to Petix & Botte Financial across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
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Petix & Botte Financial is a wealth manager based in La Mesa, United States, managing approximately $412M in assets.
Petix & Botte Financial is headquartered in La Mesa, United States.
Petix & Botte Financial manages approximately $412M in assets under management.
Petix & Botte Financial was founded in 1984.
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